Filed March 6, 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 3-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 | $77,126 | $96,635-20.2% | $86,612-11.0% | $139,434-44.7% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $9,637 | $3,263+195.3% | $3,022+218.8% | $4,751+102.8% |
| Participant deferral / active EE | $14,688 | $4,836+203.7% | $4,438+231.0% | $6,710+118.9% |
| Admin fee / account holder | $125 | $6,408-98.0% | $5,614-97.8% | $11,403-98.9% |