Filed December 16, 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 | $55,789 | $49,177+13.4% | $79,464-29.8% | $64,186-13.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.71% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,101 | $2,076+49.4% | $2,800+10.7% | $2,381+30.2% |
| Participant deferral / active EE | $6,239 | $2,821+121.1% | $3,704+68.4% | $3,470+79.8% |
| Admin fee / account holder | $248 | $3,839-93.5% | $5,113-95.1% | $4,888-94.9% |