Filed July 11, 2023
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 | $4,605 | $150,440-96.9% | $136,294-96.6% | $147,584-96.9% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,468 | $5,256-72.1% | $4,695-68.7% | $4,876-69.9% |
| Participant deferral / active EE | $2,899 | $6,630-56.3% | $6,247-53.6% | $5,439-46.7% |
| Admin fee / account holder | $53 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |