Filed December 20, 2023
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 | $50,091 | $176,056-71.5% | $159,436-68.6% | $167,490-70.1% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 19.35% | 331.75%-312.4pp | 263.57%-244.2pp | 478.56%-459.2pp |
| Employer contribution / active EE | $4,502 | $5,297-15.0% | $4,829-6.8% | $4,837-6.9% |
| Participant deferral / active EE | $5,283 | $7,750-31.8% | $7,352-28.1% | $6,341-16.7% |
| Admin fee / account holder | $214 | $12,554-98.3% | $10,799-98.0% | $12,309-98.3% |