Filed April 7, 2022
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 4-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 | $105,498 | $159,901-34.0% | $146,958-28.2% | $145,922-27.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $28,384 | $5,286+437.0% | $4,933+475.4% | $4,660+509.2% |
| Participant deferral / active EE | $18,423 | $8,428+118.6% | $8,070+128.3% | $6,688+175.5% |
| Admin fee / account holder | $75 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |