Filed January 21, 2021
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 5-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 | $31,817 | $45,035-29.4% | $62,995-49.5% | $70,131-54.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 22.65% | 18.76%+3.9pp | 87.57%-64.9pp | 73.14%-50.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,225 | $2,465-9.7% | $3,329-33.2% | $3,332-33.2% |
| Admin fee / account holder | $28 | $2,834-99.0% | $3,600-99.2% | $4,645-99.4% |