Filed September 10, 2021
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,020 | $100,041+11.0% | $149,718-25.8% | $70,131+58.3% |
| Participation rate | 83.7% | 83.6%+0.1pp | 87.1%-3.4pp | 69.5%+14.1pp |
| Annual return | 16.93% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,817 | $4,983+16.8% | $6,569-11.4% | $3,332+74.6% |
| Admin fee / account holder | $224 | $8,286-97.3% | $11,283-98.0% | $4,645-95.2% |