Filed December 20, 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 8-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 | $38,485 | $107,334-64.1% | $92,893-58.6% | $152,861-74.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 317.00% | 145.58%+171.4pp | 109.41%+207.6pp | 345.32%-28.3pp |
| Employer contribution / active EE | $3,743 | $4,221-11.3% | $3,653+2.5% | $4,762-21.4% |
| Participant deferral / active EE | $6,626 | $4,845+36.8% | $4,236+56.4% | $5,850+13.3% |
| Admin fee / account holder | $215 | $7,079-97.0% | $5,794-96.3% | $11,596-98.1% |