Filed December 28, 2023
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 | $14,477 | $153,772-90.6% | $133,980-89.2% | $273,961-94.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.05% | 36.51%-28.5pp | 29.30%-21.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,829 | $6,029-69.7% | $5,211-64.9% | $4,869-62.4% |
| Participant deferral / active EE | $3,004 | $6,958-56.8% | $6,282-52.2% | $5,287-43.2% |
| Admin fee / account holder | $167 | $11,765-98.6% | $9,324-98.2% | $10,132-98.3% |