Filed September 2, 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 | $194,602 | $115,770+68.1% | $101,248+92.2% | $158,922+22.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.64% | 56.14%-39.5pp | 46.47%-29.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $15,379 | $4,175+268.4% | $3,660+320.2% | $4,761+223.0% |
| Participant deferral / active EE | $6,422 | $4,957+29.5% | $4,370+47.0% | $5,982+7.4% |
| Admin fee / account holder | $247 | $7,245-96.6% | $5,945-95.8% | $11,246-97.8% |