Filed February 8, 2022
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 | $21,902 | $183,963-88.1% | $162,163-86.5% | $152,861-85.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 29.28% | 150.76%-121.5pp | 115.59%-86.3pp | 345.32%-316.0pp |
| Employer contribution / active EE | $2,680 | $6,371-57.9% | $5,614-52.3% | $4,762-43.7% |
| Participant deferral / active EE | $3,796 | $8,034-52.7% | $7,298-48.0% | $5,850-35.1% |
| Admin fee / account holder | $17 | $13,121-99.9% | $10,843-99.8% | $11,596-99.9% |