Filed June 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 4-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 | $28,660 | $104,251-72.5% | $91,001-68.5% | $147,584-80.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.07% | 27.06%-16.0pp | 4.60%+6.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $934 | $3,116-70.0% | $2,456-62.0% | $4,876-80.8% |
| Participant deferral / active EE | $1,501 | $4,195-64.2% | $3,547-57.7% | $5,439-72.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |