Filed August 31, 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 | $4,267 | $56,054-92.4% | $171,082-97.5% | $62,891-93.2% |
| Participation rate | 71.7% | 62.9%+8.8pp | 76.7%-5.0pp | 69.3%+2.4pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,831 | $3,158-42.0% | $4,797-61.8% | $3,203-42.8% |
| Admin fee / account holder | $23 | $3,647-99.4% | $8,520-99.7% | $4,296-99.5% |