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 | $5,369 | $90,600-94.1% | $79,464-93.2% | $135,375-96.0% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 82.6%+5.6pp |
| Annual return | -9.17% | 977.43%-986.6pp | 718.14%-727.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,004 | $3,068-67.3% | $2,800-64.2% | $4,779-79.0% |
| Participant deferral / active EE | $179 | $4,050-95.6% | $3,704-95.2% | $5,609-96.8% |
| Admin fee / account holder | $84 | $5,907-98.6% | $5,113-98.4% | $10,827-99.2% |