Filed August 21, 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 8-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 | $70,070 | $98,750-29.0% | $149,696-53.2% | $79,858-12.3% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 20.16% | 27.43%-7.3pp | 276.60%-256.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $3,091 | $3,216-3.9% | $4,644-33.5% | $2,471+25.1% |
| Participant deferral / active EE | $7,781 | $5,680+37.0% | $6,842+13.7% | $3,740+108.0% |
| Admin fee / account holder | $288 | $6,053-95.2% | $9,309-96.9% | $5,306-94.6% |