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 | $43,722 | $58,828-25.7% | $77,999-43.9% | $62,891-30.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 27.40% | 17.16%+10.2pp | 425.96%-398.6pp | 20.14%+7.3pp |
| Employer contribution / active EE | $5,263 | $1,672+214.8% | $2,470+113.1% | $2,281+130.8% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $172 | $4,393-96.1% | $5,480-96.9% | $4,296-96.0% |