Filed December 23, 2024 (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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,321 | $100,852-31.3% | $90,404-23.3% | $158,922-56.4% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | -6.71% | 1724.20%-1730.9pp | 1293.02%-1299.7pp | 302.83%-309.5pp |
| Employer contribution / active EE | $6,371 | $3,689+72.7% | $3,262+95.3% | $4,761+33.8% |
| Participant deferral / active EE | $6,073 | $4,348+39.7% | $3,963+53.2% | $5,982+1.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |