Filed December 31, 2020
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 6-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 | $43,595 | $159,901-72.7% | $146,958-70.3% | $145,922-70.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.30% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,758 | $5,286-28.9% | $4,933-23.8% | $4,660-19.4% |
| Participant deferral / active EE | $8,949 | $8,428+6.2% | $8,070+10.9% | $6,688+33.8% |
| Admin fee / account holder | $213 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |