Filed August 9, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,045 | $46,553-65.5% | $64,056-75.0% | $75,163-78.7% |
| Participation rate | 87.8% | 65.9%+21.8pp | 72.3%+15.5pp | 67.2%+20.6pp |
| Annual return | 13.52% | 26.03%-12.5pp | 33.69%-20.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,324 | $1,974-32.9% | $2,747-51.8% | $2,670-50.4% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $157 | $2,952-94.7% | $3,068-94.9% | $5,651-97.2% |