Filed March 10, 2022
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 | $22,785 | $181,894-87.5% | $156,549-85.4% | $273,961-91.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 5.10% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,494 | $6,248-60.1% | $5,501-54.7% | $4,869-48.8% |
| Participant deferral / active EE | $2,002 | $5,550-63.9% | $4,871-58.9% | $5,287-62.1% |
| Admin fee / account holder | $49 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |