Filed January 19, 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 | $61,873 | $90,503-31.6% | $78,689-21.4% | $273,961-77.4% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 103.28% | 75.60%+27.7pp | 62.18%+41.1pp | 41.45%+61.8pp |
| Employer contribution / active EE | $7,005 | $3,176+120.6% | $2,851+145.8% | $4,869+43.9% |
| Participant deferral / active EE | $9,292 | $3,901+138.2% | $3,517+164.2% | $5,287+75.8% |
| Admin fee / account holder | $109 | $5,263-97.9% | $4,510-97.6% | $10,132-98.9% |