Filed March 12, 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,510 | $160,055-86.6% | $140,016-84.6% | $135,375-84.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.26% | 911.38%-923.6pp | 651.12%-663.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $2,258 | $6,420-64.8% | $5,606-59.7% | $4,779-52.7% |
| Participant deferral / active EE | $10,150 | $7,642+32.8% | $6,927+46.5% | $5,609+81.0% |
| Admin fee / account holder | $77 | $13,328-99.4% | $10,705-99.3% | $10,827-99.3% |