Filed July 20, 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 6-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 | $10,944 | $90,503-87.9% | $78,689-86.1% | $273,961-96.0% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,098 | $3,176-33.9% | $2,851-26.4% | $4,869-56.9% |
| Participant deferral / active EE | $3,070 | $3,901-21.3% | $3,517-12.7% | $5,287-41.9% |
| Admin fee / account holder | $76 | $5,263-98.6% | $4,510-98.3% | $10,132-99.3% |