Filed February 14, 2025
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,741 | $91,190-89.3% | $178,490-94.5% | $79,858-87.8% |
| Participation rate | 90.7% | 69.2%+21.5pp | 81.9%+8.8pp | 69.6%+21.1pp |
| Annual return | 15.97% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,057 | $3,256-67.5% | $5,011-78.9% | $2,471-57.2% |
| Participant deferral / active EE | $1,597 | $3,236-50.7% | $5,202-69.3% | $3,740-57.3% |
| Admin fee / account holder | $289 | $6,751-95.7% | $13,984-97.9% | $5,306-94.5% |