Filed December 26, 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 | $173,516 | $72,277+140.1% | $101,248+71.4% | $79,858+117.3% |
| Participation rate | 97.1% | 68.5%+28.6pp | 75.8%+21.3pp | 69.6%+27.4pp |
| Annual return | 20.33% | 22.30%-2.0pp | 46.47%-26.1pp | 31.71%-11.4pp |
| Employer contribution / active EE | $8,303 | $2,692+208.5% | $3,660+126.9% | $2,471+236.1% |
| Participant deferral / active EE | $9,202 | $3,282+180.4% | $4,370+110.6% | $3,740+146.0% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |