Filed June 1, 2022
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.
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 | $8,239 | $154,117-94.7% | $129,995-93.7% | $139,434-94.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 18.47% | 32.48%-14.0pp | -137.18%+155.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,545 | $5,289-70.8% | $4,320-64.2% | $4,751-67.5% |
| Participant deferral / active EE | $2,462 | $6,710-63.3% | $5,820-57.7% | $6,710-63.3% |
| Admin fee / account holder | $32 | $14,007-99.8% | $10,614-99.7% | $11,403-99.7% |