Filed January 2, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,119 | $48,076-29.0% | $78,689-56.6% | $62,891-45.7% |
| Participation rate | 88.0% | 65.2%+22.8pp | 73.6%+14.4pp | 69.3%+18.7pp |
| Annual return | 7.37% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $560 | $2,015-72.2% | $2,851-80.4% | $2,281-75.4% |
| Participant deferral / active EE | $2,316 | $2,588-10.5% | $3,517-34.1% | $3,203-27.7% |
| Admin fee / account holder | $30 | $3,207-99.1% | $4,510-99.3% | $4,296-99.3% |