Filed June 15, 2023 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,459 | $185,822+5.7% | $169,993+15.6% | $139,434+40.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.58% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $6,975 | $7,590-8.1% | $6,785+2.8% | $4,751+46.8% |
| Participant deferral / active EE | $11,606 | $11,622-0.1% | $10,408+11.5% | $6,710+73.0% |
| Admin fee / account holder | $103 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |