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 | $430,769-100.0% | $280,569-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 66.7%-66.7pp | 90.6%-90.6pp |
| Annual return | 0.00% | 10.77%-10.8pp | -9.57%+9.6pp | 10.77%-10.8pp |
| Employer contribution / active EE | $0 | $26,022-100.0% | $17,715-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $2,851-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $380-100.0% | $18,309-100.0% |