Filed December 17, 2020
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,382 | $90,600-59.8% | $79,464-54.2% | $135,375-73.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.29% | 977.43%-989.7pp | 718.14%-730.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $3,357 | $3,068+9.4% | $2,800+19.9% | $4,779-29.7% |
| Participant deferral / active EE | $6,138 | $4,050+51.6% | $3,704+65.7% | $5,609+9.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |