Filed July 27, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,184 | $100,852+163.9% | $90,404+194.4% | $158,922+67.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.98% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.9pp |
| Employer contribution / active EE | $4,357 | $3,689+18.1% | $3,262+33.6% | $4,761-8.5% |
| Participant deferral / active EE | $8,227 | $4,348+89.2% | $3,963+107.6% | $5,982+37.5% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |