Filed December 23, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,203 | $106,515-7.8% | $96,683+1.6% | $139,434-29.6% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 15.51% | 38.43%-22.9pp | 35.69%-20.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $394 | $4,103-90.4% | $3,737-89.5% | $4,751-91.7% |
| Participant deferral / active EE | $6,107 | $5,454+12.0% | $4,878+25.2% | $6,710-9.0% |
| Admin fee / account holder | $16 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |