Filed October 8, 2024
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 9-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 | $42,307 | $42,383-0.2% | $76,523-44.7% | $64,186-34.1% |
| Participation rate | 93.3% | 58.1%+35.2pp | 68.0%+25.3pp | 69.6%+23.8pp |
| Annual return | -3.71% | -16.54%+12.8pp | -0.27%-3.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,300 | $1,563+175.1% | $2,647+62.4% | $2,381+80.6% |
| Participant deferral / active EE | $10,471 | $2,566+308.0% | $3,835+173.0% | $3,470+201.8% |
| Admin fee / account holder | $110 | $3,198-96.6% | $4,848-97.7% | $4,888-97.7% |