Filed December 14, 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 5-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 | $111,103 | $201,259-44.8% | $184,200-39.7% | $145,959-23.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.05% | 28.98%-16.9pp | 28.80%-16.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $9,530 | $7,018+35.8% | $6,424+48.4% | $4,661+104.5% |
| Participant deferral / active EE | $15,661 | $9,806+59.7% | $9,132+71.5% | $6,689+134.2% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |