Filed April 28, 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 | $8,904 | $63,346-85.9% | $92,233-90.3% | $70,131-87.3% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.2pp |
| Annual return | 21.76% | 530.12%-508.4pp | 176.28%-154.5pp | 73.14%-51.4pp |
| Employer contribution / active EE | $640 | $2,471-74.1% | $3,679-82.6% | $2,342-72.7% |
| Participant deferral / active EE | $2,328 | $2,854-18.4% | $3,897-40.3% | $3,332-30.1% |
| Admin fee / account holder | $144 | $3,840-96.3% | $5,194-97.2% | $4,645-96.9% |