Filed September 9, 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 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,624 | $57,354-62.3% | $83,848-74.2% | $64,186-66.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.20% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,403 | $2,545-5.6% | $3,631-33.8% | $2,381+0.9% |
| Participant deferral / active EE | $1,200 | $2,993-59.9% | $4,082-70.6% | $3,470-65.4% |
| Admin fee / account holder | $263 | $4,046-93.5% | $5,478-95.2% | $4,888-94.6% |