Filed June 7, 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 4-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 | $164,674 | $138,044+19.3% | $125,339+31.4% | $134,475+22.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.42% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,980 | $5,243-5.0% | $4,814+3.5% | $4,740+5.1% |
| Participant deferral / active EE | $1,285 | $7,799-83.5% | $7,446-82.7% | $6,400-79.9% |
| Admin fee / account holder | $138 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |