Filed October 20, 2020
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 7-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 | $3,803 | $107,334-96.5% | $92,893-95.9% | $152,861-97.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $972 | $4,221-77.0% | $3,653-73.4% | $4,762-79.6% |
| Participant deferral / active EE | $2,095 | $4,845-56.8% | $4,236-50.6% | $5,850-64.2% |
| Admin fee / account holder | $21 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |