Filed February 2, 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 | $118,761 | $76,552+55.1% | $123,892-4.1% | $62,891+88.8% |
| Participation rate | 70.6% | 73.0%-2.4pp | 81.4%-10.8pp | 69.3%+1.3pp |
| Annual return | 7.04% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,564 | $2,883-11.1% | $4,617-44.5% | $2,281+12.4% |
| Participant deferral / active EE | $4,795 | $4,840-0.9% | $5,984-19.9% | $3,203+49.7% |
| Admin fee / account holder | $79 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |