Filed December 19, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,350 | $71,883+77.2% | $86,677+46.9% | $68,494+85.9% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -19.92% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,177 | $2,173-45.8% | $2,836-58.5% | $2,596-54.7% |
| Participant deferral / active EE | $4,793 | $3,779+26.9% | $4,656+3.0% | $4,027+19.0% |
| Admin fee / account holder | $66 | $6,112-98.9% | $7,493-99.1% | $5,403-98.8% |