Filed September 27, 2024 (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 6-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 | $5,984 | $95,416-93.7% | $185,823-96.8% | $85,850-93.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 146.36% | 23.59%+122.8pp | 122.05%+24.3pp | 318.53%-172.2pp |
| Employer contribution / active EE | $3,311 | $3,314-0.1% | $5,167-35.9% | $2,565+29.1% |
| Participant deferral / active EE | $1,559 | $3,423-54.5% | $5,568-72.0% | $3,952-60.5% |
| Admin fee / account holder | $172 | $7,213-97.6% | $16,237-98.9% | $6,260-97.3% |