Filed December 15, 2021 (most recent of 4 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $482,636 | $197,591+144.3% | $177,821+171.4% | $158,922+203.7% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 14.44% | 58.76%-44.3pp | 48.32%-33.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $8,671 | $6,697+29.5% | $5,918+46.5% | $4,761+82.1% |
| Participant deferral / active EE | $16,446 | $8,405+95.7% | $7,714+113.2% | $5,982+174.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |