Filed October 11, 2019
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 9-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.
See 1 actuary disclosure. $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 | $57,639 | $47,532+21.3% | $336,864-82.9% | $105,125-45.2% |
| Participation rate | 100.0% | 11.8%+88.2pp | 27.8%+72.2pp | 14.6%+85.4pp |
| Annual return | 2.69% | -2.74%+5.4pp | -3.29%+6.0pp | 10.56%-7.9pp |
| Employer contribution / active EE | $7,517 | $9,887-24.0% | $36,762-79.6% | $13,643-44.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $11-100.0% | $62-100.0% |
| Admin fee / account holder | $173 | $191-9.4% | $6,121-97.2% | $3,354-94.8% |