Filed May 8, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,256 | $53,777+32.5% | $134,143-46.9% | $79,858-10.8% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -9.93% | 19.01%-28.9pp | 36.33%-46.3pp | 31.71%-41.6pp |
| Employer contribution / active EE | $8,239 | $1,321+523.6% | $3,704+122.5% | $2,471+233.5% |
| Participant deferral / active EE | $6,760 | $2,420+179.3% | $3,499+93.2% | $3,740+80.8% |
| Admin fee / account holder | $37 | $3,984-99.1% | $6,684-99.4% | $5,306-99.3% |