Filed December 31, 2018
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 | $3,268 | $57,354-94.3% | $83,848-96.1% | $64,186-94.9% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.8pp | 69.6%+27.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $605 | $2,545-76.2% | $3,631-83.3% | $2,381-74.6% |
| Participant deferral / active EE | $2,564 | $2,993-14.3% | $4,082-37.2% | $3,470-26.1% |
| Admin fee / account holder | $7 | $4,046-99.8% | $5,478-99.9% | $4,888-99.9% |