Filed February 4, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,924 | $72,404-62.8% | $110,238-75.6% | $64,186-58.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.98% | -6.29%+13.3pp | 314.74%-307.8pp | 7.63%-0.7pp |
| Employer contribution / active EE | $541 | $2,282-76.3% | $3,826-85.9% | $2,381-77.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $176 | $5,664-96.9% | $8,547-97.9% | $4,888-96.4% |