Filed July 2, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,943 | $85,202-75.4% | $172,739-87.9% | $72,985-71.3% |
| Participation rate | 89.6% | 70.1%+19.5pp | 82.6%+6.9pp | 69.5%+20.1pp |
| Annual return | 7.87% | 27.32%-19.5pp | 802.84%-795.0pp | 81.00%-73.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,446 | $3,260-25.0% | $5,198-52.9% | $3,607-32.2% |
| Admin fee / account holder | $138 | $5,884-97.7% | $13,954-99.0% | $5,124-97.3% |