Filed January 24, 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 | $46,779 | $90,600-48.4% | $79,464-41.1% | $135,375-65.4% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -9.45% | 977.43%-986.9pp | 718.14%-727.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $5,518 | $3,068+79.9% | $2,800+97.1% | $4,779+15.5% |
| Participant deferral / active EE | $9,194 | $4,050+127.0% | $3,704+148.2% | $5,609+63.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |