Filed December 30, 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 | $21,642 | $123,793-82.5% | $177,821-87.8% | $79,858-72.9% |
| Participation rate | 97.2% | 84.7%+12.6pp | 87.7%+9.5pp | 69.6%+27.6pp |
| Annual return | 41.02% | 22.82%+18.2pp | 48.32%-7.3pp | 31.71%+9.3pp |
| Employer contribution / active EE | $3,043 | $4,095-25.7% | $5,918-48.6% | $2,471+23.2% |
| Participant deferral / active EE | $4,691 | $5,956-21.2% | $7,714-39.2% | $3,740+25.4% |
| Admin fee / account holder | $124 | $7,243-98.3% | $12,427-99.0% | $5,306-97.7% |