Filed March 31, 2022 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,094 | $58,828-18.2% | $77,999-38.3% | $62,891-23.5% |
| Participation rate | 96.2% | 71.1%+25.1pp | 75.5%+20.6pp | 69.3%+26.8pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,497 | $1,672+109.2% | $2,470+41.6% | $2,281+53.3% |
| Participant deferral / active EE | $7,089 | $2,686+164.0% | $3,497+102.7% | $3,203+121.3% |
| Admin fee / account holder | $147 | $4,393-96.6% | $5,480-97.3% | $4,296-96.6% |