Filed June 7, 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 4-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 | $166,400 | $148,534+12.0% | $135,903+22.4% | $139,434+19.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.06% | 79.19%-59.1pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $6,404 | $5,243+22.1% | $4,856+31.9% | $4,751+34.8% |
| Participant deferral / active EE | $3,883 | $8,100-52.1% | $7,758-50.0% | $6,710-42.1% |
| Admin fee / account holder | $123 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |