Filed November 6, 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 | $117,359 | $167,484-29.9% | $151,611-22.6% | $134,475-12.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.54% | 7.80%-25.3pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $11,350 | $6,829+66.2% | $6,166+84.1% | $4,740+139.5% |
| Participant deferral / active EE | $11,910 | $8,986+32.5% | $8,363+42.4% | $6,400+86.1% |
| Admin fee / account holder | $242 | $13,783-98.2% | $11,616-97.9% | $11,426-97.9% |