Filed January 29, 2025 (most recent of 3 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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,852 | $49,177-94.2% | $79,464-96.4% | $64,186-95.6% |
| Participation rate | 84.5% | 65.0%+19.5pp | 73.3%+11.2pp | 69.6%+15.0pp |
| Annual return | -16.31% | -1.16%-15.2pp | 718.14%-734.5pp | 7.63%-23.9pp |
| Employer contribution / active EE | $834 | $2,076-59.8% | $2,800-70.2% | $2,381-65.0% |
| Participant deferral / active EE | $910 | $2,821-67.8% | $3,704-75.4% | $3,470-73.8% |
| Admin fee / account holder | $27 | $3,839-99.3% | $5,113-99.5% | $4,888-99.4% |