Filed December 29, 2021
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 6-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 | $11,645 | $72,277-83.9% | $101,248-88.5% | $79,858-85.4% |
| Participation rate | 76.6% | 68.5%+8.1pp | 75.8%+0.8pp | 69.6%+7.0pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $852 | $2,692-68.3% | $3,660-76.7% | $2,471-65.5% |
| Participant deferral / active EE | $2,256 | $3,282-31.3% | $4,370-48.4% | $3,740-39.7% |
| Admin fee / account holder | $14 | $4,400-99.7% | $5,945-99.8% | $5,306-99.7% |