Filed October 3, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,045 | $85,766-70.8% | $136,294-81.6% | $70,131-64.3% |
| Participation rate | 75.6% | 74.2%+1.4pp | 81.9%-6.4pp | 69.5%+6.0pp |
| Annual return | 21.64% | 31.45%-9.8pp | 5155.94%-5134.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,026 | $2,966-65.4% | $4,695-78.1% | $2,342-56.2% |
| Participant deferral / active EE | $1,953 | $5,051-61.3% | $6,247-68.7% | $3,332-41.4% |
| Admin fee / account holder | $143 | $5,420-97.4% | $9,243-98.5% | $4,645-96.9% |