Filed January 22, 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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,503 | $102,616-97.6% | $81,983-96.9% | $158,922-98.4% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.2%-69.2pp | 82.0%-82.0pp |
| Annual return | 15.51% | 61.04%-45.5pp | 41.31%-25.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $46 | $8,235-99.4% | $5,664-99.2% | $11,246-99.6% |