Filed March 6, 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.
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 | $7,731 | $52,681-85.3% | $75,781-89.8% | $59,632-87.0% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.8%+11.7pp | 68.7%+18.8pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $840 | $2,193-61.7% | $3,323-74.7% | $2,203-61.9% |
| Participant deferral / active EE | $4,025 | $2,591+55.4% | $3,651+10.2% | $3,192+26.1% |
| Admin fee / account holder | $3 | $3,610-99.9% | $5,299-99.9% | $4,297-99.9% |