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 | $39,019 | $97,757-60.1% | $83,848-53.5% | $135,375-71.2% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 0.62% | 1287.37%-1286.7pp | 850.88%-850.3pp | 519.73%-519.1pp |
| Employer contribution / active EE | $9,964 | $4,222+136.0% | $3,631+174.4% | $4,779+108.5% |
| Participant deferral / active EE | $7,129 | $4,682+52.3% | $4,082+74.7% | $5,609+27.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |