Filed April 19, 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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,776-100.0% | $162,163-100.0% | $77,787-100.0% |
| Participation rate | 0.0% | 88.6%-88.6pp | 87.6%-87.6pp | 73.2%-73.2pp |
| Annual return | -2.70% | 37.03%-39.7pp | 115.59%-118.3pp | 32.57%-35.3pp |
| Employer contribution / active EE | $975 | $3,874-74.8% | $5,614-82.6% | $2,504-61.1% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $10,843-100.0% | $100-100.0% |