Filed September 18, 2023
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 8-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 | $0 | $405,731-100.0% | $428,773-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 91.9%-91.9pp | 83.3%-83.3pp | 91.9%-91.9pp |
| Annual return | 0.00% | 4.30%-4.3pp | -3.07%+3.1pp | 4.30%-4.3pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $90,862-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $3,400-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $17,205-100.0% | $12,997-100.0% |