Filed May 16, 2022 (most recent of 2 filings on file)
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 | $8,690 | $46,869-81.5% | $122,332-92.9% | $70,131-87.6% |
| Participation rate | 82.8% | 58.2%+24.6pp | 71.6%+11.1pp | 69.5%+13.2pp |
| Annual return | 27.57% | 24.22%+3.4pp | 30.27%-2.7pp | 73.14%-45.6pp |
| Employer contribution / active EE | $907 | $1,288-29.6% | $4,050-77.6% | $2,342-61.3% |
| Participant deferral / active EE | $2,199 | $2,166+1.5% | $3,287-33.1% | $3,332-34.0% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |