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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,022 | $96,635+52.1% | $86,612+69.7% | $139,434+5.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.28% | 106.41%-87.1pp | 591.07%-571.8pp | 372.94%-353.7pp |
| Employer contribution / active EE | $5,317 | $3,263+63.0% | $3,022+75.9% | $4,751+11.9% |
| Participant deferral / active EE | $11,253 | $4,836+132.7% | $4,438+153.6% | $6,710+67.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |