Filed October 9, 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 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.
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 | $22,442 | $58,828-61.9% | $77,999-71.2% | $62,891-64.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 9.40% | 17.16%-7.8pp | 425.96%-416.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,094 | $1,672+25.3% | $2,470-15.2% | $2,281-8.2% |
| Participant deferral / active EE | $1,533 | $2,686-42.9% | $3,497-56.2% | $3,203-52.1% |
| Admin fee / account holder | $86 | $4,393-98.0% | $5,480-98.4% | $4,296-98.0% |