Filed January 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $833 | $54,380-98.5% | $68,509-98.8% | $59,632-98.6% |
| Participation rate | 97.1% | 70.2%+27.0pp | 74.7%+22.4pp | 68.7%+28.5pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $376 | $1,539-75.5% | $2,278-83.5% | $2,203-82.9% |
| Participant deferral / active EE | $466 | $2,643-82.4% | $3,382-86.2% | $3,192-85.4% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |