Filed October 27, 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 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 | $50,326 | $82,032-38.7% | $123,104-59.1% | $59,632-15.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.29% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $3,986 | $3,297+20.9% | $5,151-22.6% | $2,203+80.9% |
| Participant deferral / active EE | $4,698 | $4,667+0.7% | $6,230-24.6% | $3,192+47.2% |
| Admin fee / account holder | $230 | $5,881-96.1% | $9,015-97.5% | $4,297-94.7% |