Filed October 23, 2019
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 10-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 | $95,865 | $72,177+32.8% | $115,037-16.7% | $59,632+60.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.08% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $4,531 | $2,841+59.5% | $4,608-1.7% | $2,203+105.7% |
| Participant deferral / active EE | $7,164 | $4,783+49.8% | $6,026+18.9% | $3,192+124.5% |
| Admin fee / account holder | $176 | $4,927-96.4% | $8,175-97.8% | $4,297-95.9% |