Filed February 18, 2021
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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,493 | $98,750-39.8% | $149,696-60.3% | $79,858-25.5% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $655 | $3,216-79.6% | $4,644-85.9% | $2,471-73.5% |
| Participant deferral / active EE | $1,519 | $5,680-73.3% | $6,842-77.8% | $3,740-59.4% |
| Admin fee / account holder | $129 | $6,053-97.9% | $9,309-98.6% | $5,306-97.6% |