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 | $179,388 | $88,751+102.1% | $81,812+119.3% | $145,922+22.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.14% | 1025.40%-1012.3pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,269 | $3,083+70.9% | $2,912+80.9% | $4,660+13.1% |
| Participant deferral / active EE | $11,033 | $4,643+137.6% | $4,319+155.5% | $6,688+65.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |