Filed October 21, 2020
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 | $8,837 | $99,341-91.1% | $84,750-89.6% | $273,961-96.8% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,277 | $4,214-46.0% | $3,574-36.3% | $4,869-53.2% |
| Participant deferral / active EE | $4,350 | $4,269+1.9% | $3,712+17.2% | $5,287-17.7% |
| Admin fee / account holder | $85 | $6,644-98.7% | $5,332-98.4% | $10,132-99.2% |