Filed March 25, 2021
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 | $179,554 | $74,888+139.8% | $71,209+152.2% | $142,382+26.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.86% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $34,495 | $2,854+1108.5% | $2,721+1167.7% | $4,299+702.4% |
| Participant deferral / active EE | $13,248 | $4,454+197.4% | $4,175+217.3% | $6,507+103.6% |
| Admin fee / account holder | $36 | $5,568-99.4% | $5,349-99.3% | $12,624-99.7% |