Filed May 1, 2019
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 7-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 | $8,614 | $114,381-92.5% | $107,525-92.0% | $142,382-94.0% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 25.80% | 242.71%-216.9pp | 181.32%-155.5pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,424 | $4,015-64.5% | $3,754-62.1% | $4,299-66.9% |
| Participant deferral / active EE | $2,339 | $5,564-58.0% | $5,116-54.3% | $6,507-64.1% |
| Admin fee / account holder | $61 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |