Filed April 24, 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 7-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 | $29,436 | $165,335-82.2% | $149,696-80.3% | $158,922-81.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.18% | 348.15%-321.0pp | 276.60%-249.4pp | 302.83%-275.7pp |
| Employer contribution / active EE | $3,199 | $5,103-37.3% | $4,644-31.1% | $4,761-32.8% |
| Participant deferral / active EE | $5,682 | $7,181-20.9% | $6,842-16.9% | $5,982-5.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |