Filed March 14, 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 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 | $22,991 | $105,998-78.3% | $92,233-75.1% | $147,584-84.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 180.44% | 50.05%+130.4pp | 176.28%+4.2pp | 578.55%-398.1pp |
| Employer contribution / active EE | $2,853 | $4,333-34.2% | $3,679-22.5% | $4,876-41.5% |
| Participant deferral / active EE | $12,601 | $4,478+181.4% | $3,897+223.4% | $5,439+131.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |