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 | $76,676 | $99,341-22.8% | $84,750-9.5% | $273,961-72.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.77% | 22.93%-11.2pp | 22.78%-11.0pp | 41.45%-29.7pp |
| Employer contribution / active EE | $7,497 | $4,214+77.9% | $3,574+109.8% | $4,869+54.0% |
| Participant deferral / active EE | $6,173 | $4,269+44.6% | $3,712+66.3% | $5,287+16.8% |
| Admin fee / account holder | $10 | $6,644-99.9% | $5,332-99.8% | $10,132-99.9% |