Filed February 28, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,208 | $73,102-66.9% | $123,544-80.4% | $56,287-57.0% |
| Participation rate | 72.5% | 74.3%-1.8pp | 82.3%-9.8pp | 69.9%+2.6pp |
| Annual return | -11.66% | 3.01%-14.7pp | 119.20%-130.9pp | -9.96%-1.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,663 | $5,423+59.8% | $6,426+34.8% | $3,350+158.6% |
| Admin fee / account holder | $113 | $554-79.5% | $9,284-98.8% | $521-78.2% |