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 | $7,660 | $62,672-87.8% | $185,117-95.9% | $70,131-89.1% |
| Participation rate | 90.8% | 63.8%+27.0pp | 77.3%+13.5pp | 69.5%+21.2pp |
| Annual return | 45.77% | 40.79%+5.0pp | 40.50%+5.3pp | 73.14%-27.4pp |
| Employer contribution / active EE | $918 | $1,753-47.6% | $4,182-78.0% | $2,342-60.8% |
| Participant deferral / active EE | $3,692 | $3,272+12.8% | $5,045-26.8% | $3,332+10.8% |
| Admin fee / account holder | $284 | $3,932-92.8% | $8,159-96.5% | $4,645-93.9% |