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.
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 | $9,865 | $99,341-90.1% | $84,750-88.4% | $273,961-96.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.07% | 22.93%-13.9pp | 22.78%-13.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,453 | $4,214-65.5% | $3,574-59.3% | $4,869-70.1% |
| Participant deferral / active EE | $2,863 | $4,269-33.0% | $3,712-22.9% | $5,287-45.9% |
| Admin fee / account holder | $193 | $6,644-97.1% | $5,332-96.4% | $10,132-98.1% |