Filed October 11, 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 | $41,495 | $90,590-54.2% | $90,782-54.3% | $135,375-69.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 200.10% | -3.40%+203.5pp | -3.42%+203.5pp | 519.73%-319.6pp |
| Employer contribution / active EE | $3,183 | $4,352-26.9% | $4,105-22.5% | $4,779-33.4% |
| Participant deferral / active EE | $10,772 | $5,407+99.2% | $5,366+100.8% | $5,609+92.1% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |