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 | $142,173 | $159,602-10.9% | $150,045-5.2% | $142,382-0.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 22.84% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $15,428 | $4,961+211.0% | $4,693+228.7% | $4,299+258.9% |
| Participant deferral / active EE | $3,493 | $8,310-58.0% | $7,997-56.3% | $6,507-46.3% |
| Admin fee / account holder | $159 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |