Filed September 21, 2023 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,404 | $201,272-77.9% | $184,203-75.9% | $145,922-69.6% |
| Participation rate | 82.6% | 87.5%-4.9pp | 86.8%-4.2pp | 80.3%+2.3pp |
| Annual return | 14.34% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $769 | $7,022-89.0% | $6,427-88.0% | $4,660-83.5% |
| Participant deferral / active EE | $2,250 | $9,806-77.1% | $9,131-75.4% | $6,688-66.4% |
| Admin fee / account holder | $226 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |