Filed April 11, 2022
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 | $30,964 | $54,380-43.1% | $68,509-54.8% | $59,632-48.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 20.22% | 2.83%+17.4pp | 8.27%+11.9pp | 2041.28%-2021.1pp |
| Employer contribution / active EE | $3,750 | $1,539+143.7% | $2,278+64.6% | $2,203+70.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $95 | $3,885-97.6% | $5,275-98.2% | $4,297-97.8% |