Filed December 9, 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 8-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 | $8,210 | $102,966-92.0% | $90,281-90.9% | $152,861-94.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 57.43% | 95.16%-37.7pp | 78.10%-20.7pp | 345.32%-287.9pp |
| Employer contribution / active EE | $3,747 | $3,139+19.4% | $2,854+31.3% | $4,762-21.3% |
| Participant deferral / active EE | $1,257 | $4,281-70.7% | $3,885-67.7% | $5,850-78.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |