Filed December 16, 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 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 | $71,639 | $99,341-27.9% | $84,750-15.5% | $273,961-73.9% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 5.78% | 22.93%-17.1pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,010 | $4,214-52.3% | $3,574-43.8% | $4,869-58.7% |
| Participant deferral / active EE | $2,481 | $4,269-41.9% | $3,712-33.2% | $5,287-53.1% |
| Admin fee / account holder | $30 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |