Filed August 15, 2021
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 | $7,054 | $64,348-89.0% | $90,160-92.2% | $70,131-89.9% |
| Participation rate | 96.7% | 70.4%+26.2pp | 76.9%+19.8pp | 69.5%+27.1pp |
| Annual return | 31.93% | 28.13%+3.8pp | 34.88%-2.9pp | 73.14%-41.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,012 | $4,389-8.6% | $5,288-24.1% | $3,332+20.4% |
| Admin fee / account holder | $60 | $3,944-98.5% | $5,943-99.0% | $4,645-98.7% |