Filed September 19, 2023 (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 5-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 | $19,441 | $66,124-70.6% | $90,404-78.5% | $73,488-73.5% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 18.88% | 17.65%+1.2pp | 1293.02%-1274.1pp | 28.51%-9.6pp |
| Employer contribution / active EE | $913 | $2,346-61.1% | $3,262-72.0% | $2,270-59.8% |
| Participant deferral / active EE | $2,516 | $3,039-17.2% | $3,963-36.5% | $3,740-32.7% |
| Admin fee / account holder | $257 | $396-35.1% | $5,611-95.4% | $513-49.9% |