Filed July 10, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,443 | $111,814+36.3% | $103,374+47.5% | $145,959+4.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.23% | 24.77%-6.5pp | 24.89%-6.7pp | 561.95%-543.7pp |
| Employer contribution / active EE | $12,557 | $4,214+198.0% | $3,869+224.5% | $4,661+169.4% |
| Participant deferral / active EE | $5,905 | $5,618+5.1% | $5,058+16.7% | $6,689-11.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |