Filed June 17, 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 | $19,057 | $41,377-53.9% | $109,313-82.6% | $62,891-69.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 17.46% | 11.05%+6.4pp | 22.07%-4.6pp | 20.14%-2.7pp |
| Employer contribution / active EE | $716 | $1,276-43.9% | $3,892-81.6% | $2,281-68.6% |
| Participant deferral / active EE | $1,744 | $2,045-14.7% | $3,166-44.9% | $3,203-45.5% |
| Admin fee / account holder | $116 | $2,884-96.0% | $5,666-98.0% | $4,296-97.3% |