Filed December 12, 2023
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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,449 | $99,020-94.5% | $86,590-93.7% | $147,584-96.3% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 20.55% | 1312.34%-1291.8pp | 964.84%-944.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,498 | $3,132-52.2% | $2,839-47.2% | $4,876-69.3% |
| Participant deferral / active EE | $197 | $3,972-95.0% | $3,609-94.5% | $5,439-96.4% |
| Admin fee / account holder | $21 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |