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 | $55,854 | $67,411-17.1% | $91,001-38.6% | $70,131-20.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 26.76% | -40.16%+66.9pp | 4.60%+22.2pp | 73.14%-46.4pp |
| Employer contribution / active EE | $5,952 | $1,786+233.3% | $2,456+142.4% | $2,342+154.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $148 | $4,236-96.5% | $5,417-97.3% | $4,645-96.8% |