Filed February 1, 2023
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 | $119,529 | $157,256-24.0% | $141,162-15.3% | $152,861-21.8% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 26.16% | 64.32%-38.2pp | 71.39%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $9,264 | $5,261+76.1% | $4,735+95.6% | $4,762+94.5% |
| Participant deferral / active EE | $19,196 | $7,109+170.0% | $6,709+186.1% | $5,850+228.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |