Filed March 29, 2021
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,830 | $97,757-78.7% | $83,848-75.2% | $135,375-84.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.84% | 1287.37%-1299.2pp | 850.88%-862.7pp | 519.73%-531.6pp |
| Employer contribution / active EE | $6,143 | $4,222+45.5% | $3,631+69.2% | $4,779+28.6% |
| Participant deferral / active EE | $2,503 | $4,682-46.5% | $4,082-38.7% | $5,609-55.4% |
| Admin fee / account holder | $206 | $6,674-96.9% | $5,478-96.2% | $10,827-98.1% |