Filed May 1, 2018
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 | $2,451 | $84,233-97.1% | $170,442-98.6% | $70,131-96.5% |
| Participation rate | 76.3% | 70.8%+5.4pp | 83.6%-7.3pp | 69.5%+6.7pp |
| Annual return | 40.01% | 23.06%+16.9pp | 205.93%-165.9pp | 73.14%-33.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,424 | $3,086-53.8% | $4,939-71.2% | $3,332-57.3% |
| Admin fee / account holder | $248 | $5,698-95.7% | $13,880-98.2% | $4,645-94.7% |