Filed December 4, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,888 | $87,540-91.0% | $75,781-89.6% | $125,391-93.7% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -10.60% | 13.48%-24.1pp | 9.68%-20.3pp | 282.22%-292.8pp |
| Employer contribution / active EE | $1,832 | $3,930-53.4% | $3,323-44.9% | $4,866-62.3% |
| Participant deferral / active EE | $2,999 | $4,229-29.1% | $3,651-17.9% | $5,352-44.0% |
| Admin fee / account holder | $17 | $6,502-99.7% | $5,299-99.7% | $9,540-99.8% |