Filed December 13, 2024 (most recent of 3 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,918 | $138,347-37.9% | $184,203-53.4% | $80,856+6.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.81%-28.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $9,440 | $4,850+94.6% | $6,427+46.9% | $2,755+242.7% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13 | $10,483-99.9% | $13,901-99.9% | $6,918-99.8% |