Filed April 21, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,867 | $93,071-51.8% | $74,583-39.8% | $273,961-83.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.32% | 26.18%-15.9pp | 20.47%-10.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,668 | $4,160+132.4% | $3,458+179.6% | $5,287+82.9% |
| Admin fee / account holder | $287 | $5,272-94.6% | $4,138-93.1% | $10,132-97.2% |