Filed November 29, 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 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 | $112,272 | $146,267-23.2% | $197,124-43.0% | $82,448+36.2% |
| Participation rate | 98.1% | 84.0%+14.1pp | 86.7%+11.4pp | 68.1%+30.1pp |
| Annual return | 19.11% | 29.61%-10.5pp | 44.34%-25.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $5,365 | $4,723+13.6% | $6,227-13.8% | $2,551+110.3% |
| Participant deferral / active EE | $12,099 | $7,035+72.0% | $9,135+32.5% | $4,139+192.3% |
| Admin fee / account holder | $77 | $14,422-99.5% | $16,298-99.5% | $7,234-98.9% |