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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,343 | $167,484-80.7% | $151,611-78.7% | $134,475-75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.13% | 7.80%-25.9pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,686 | $6,829-75.3% | $6,166-72.7% | $4,740-64.4% |
| Participant deferral / active EE | $5,210 | $8,986-42.0% | $8,363-37.7% | $6,400-18.6% |
| Admin fee / account holder | $228 | $13,783-98.3% | $11,616-98.0% | $11,426-98.0% |