Filed April 22, 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.
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 | $861 | $52,279-98.4% | $89,391-99.0% | $79,858-98.9% |
| Participation rate | 94.5% | 57.5%+37.0pp | 68.0%+26.6pp | 69.6%+24.9pp |
| Annual return | 8.39% | 22.16%-13.8pp | 245.62%-237.2pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $49 | $3,356-98.5% | $4,881-99.0% | $5,306-99.1% |