Filed January 10, 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 | $55,348 | $100,041-44.7% | $149,718-63.0% | $70,131-21.1% |
| Participation rate | 87.7% | 83.6%+4.1pp | 87.1%+0.6pp | 69.5%+18.1pp |
| Annual return | 73.88% | 27.43%+46.5pp | 1501.63%-1427.7pp | 73.14%+0.7pp |
| Employer contribution / active EE | $4,009 | $3,662+9.5% | $5,445-26.4% | $2,342+71.2% |
| Participant deferral / active EE | $10,708 | $4,983+114.9% | $6,569+63.0% | $3,332+221.4% |
| Admin fee / account holder | $24 | $8,286-99.7% | $11,283-99.8% | $4,645-99.5% |