Filed July 1, 2020
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.
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 | $3,382 | $52,681-93.6% | $75,781-95.5% | $59,632-94.3% |
| Participation rate | 96.2% | 67.2%+28.9pp | 75.8%+20.3pp | 68.7%+27.5pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,166 | $2,193-1.3% | $3,323-34.8% | $2,203-1.7% |
| Participant deferral / active EE | $1,075 | $2,591-58.5% | $3,651-70.6% | $3,192-66.3% |
| Admin fee / account holder | $225 | $3,610-93.8% | $5,299-95.7% | $4,297-94.8% |