Filed February 28, 2024
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 | $9,323 | $67,411-86.2% | $91,001-89.8% | $70,131-86.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.28% | -40.16%+58.4pp | 4.60%+13.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,772 | $1,786-0.8% | $2,456-27.9% | $2,342-24.4% |
| Participant deferral / active EE | $2,789 | $2,823-1.2% | $3,547-21.4% | $3,332-16.3% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |