Filed August 7, 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 | $27,151 | $102,604-73.5% | $86,188-68.5% | $139,434-80.5% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 12.34% | 1922.51%-1910.2pp | 1168.45%-1156.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $628 | $3,032-79.3% | $2,380-73.6% | $4,751-86.8% |
| Participant deferral / active EE | $3,267 | $4,676-30.1% | $3,985-18.0% | $6,710-51.3% |
| Admin fee / account holder | $83 | $8,657-99.0% | $6,852-98.8% | $11,403-99.3% |