Filed April 18, 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 4-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 | $77,905 | $124,425-37.4% | $112,040-30.5% | $137,256-43.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.83% | 24.72%-2.9pp | 24.52%-2.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $5,627 | $3,411+64.9% | $2,954+90.5% | $4,156+35.4% |
| Participant deferral / active EE | $15,255 | $5,718+166.8% | $5,098+199.2% | $6,407+138.1% |
| Admin fee / account holder | $44 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |