Filed October 30, 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 | $197,590 | $144,119+37.1% | $117,854+67.7% | $147,584+33.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.53% | 531.15%-515.6pp | 335.08%-319.5pp | 578.55%-563.0pp |
| Employer contribution / active EE | $18,288 | $4,896+273.5% | $3,786+383.0% | $4,876+275.0% |
| Participant deferral / active EE | $11,279 | $5,316+112.2% | $4,482+151.7% | $5,439+107.4% |
| Admin fee / account holder | $13 | $10,886-99.9% | $8,020-99.8% | $10,885-99.9% |