Filed June 20, 2022
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,069 | $101,499-71.4% | $147,005-80.2% | $74,546-61.0% |
| Participation rate | 96.1% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 21.50% | 8732.34%-8710.8pp | 418.76%-397.3pp | 1366.03%-1344.5pp |
| Employer contribution / active EE | $2,308 | $3,811-39.4% | $4,934-53.2% | $2,624-12.1% |
| Participant deferral / active EE | $6,789 | $7,304-7.1% | $8,070-15.9% | $4,347+56.2% |
| Admin fee / account holder | $28 | $1,748-98.4% | $13,006-99.8% | $1,944-98.6% |