Filed March 14, 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 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 | $40,221 | $89,652-55.1% | $141,162-71.5% | $65,185-38.3% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.5%-7.5pp | 70.2%+4.8pp |
| Annual return | 29.45% | 32.79%-3.3pp | 71.39%-41.9pp | 29.38%+0.1pp |
| Employer contribution / active EE | $1,454 | $3,065-52.5% | $4,735-69.3% | $2,177-33.2% |
| Participant deferral / active EE | $5,571 | $5,691-2.1% | $6,709-17.0% | $3,514+58.6% |
| Admin fee / account holder | $156 | $569-72.6% | $10,261-98.5% | $847-81.6% |