Filed October 6, 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 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 | $48,420 | $43,327+11.8% | $59,878-19.1% | $64,186-24.6% |
| Participation rate | 95.8% | 69.2%+26.7pp | 74.7%+21.1pp | 69.6%+26.3pp |
| Annual return | 1.62% | -1.55%+3.2pp | 3.46%-1.8pp | 7.63%-6.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $614 | $2,546-75.9% | $3,402-81.9% | $3,470-82.3% |
| Admin fee / account holder | $3 | $3,005-99.9% | $3,590-99.9% | $4,888-99.9% |