Filed May 30, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,898 | $75,828-75.1% | $147,614-87.2% | $59,632-68.3% |
| Participation rate | 71.0% | 71.6%-0.6pp | 84.6%-13.7pp | 68.7%+2.3pp |
| Annual return | -1.11% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,474 | $3,130-21.0% | $4,895-49.5% | $3,192-22.5% |
| Admin fee / account holder | $298 | $5,985-95.0% | $11,611-97.4% | $4,297-93.1% |