Filed August 31, 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 3-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 | $27,904 | $148,534-81.2% | $135,903-79.5% | $139,434-80.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.64% | 79.19%-49.6pp | 68.23%-38.6pp | 372.94%-343.3pp |
| Employer contribution / active EE | $4,937 | $5,243-5.8% | $4,856+1.7% | $4,751+3.9% |
| Participant deferral / active EE | $8,681 | $8,100+7.2% | $7,758+11.9% | $6,710+29.4% |
| Admin fee / account holder | $73 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |