Filed October 26, 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 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.
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 3.45% | 11.16%-7.7pp | 10.36%-6.9pp | 10.41%-7.0pp |
| Employer contribution / active EE | $44,000 | $16,610+164.9% | $37,738+16.6% | $14,691+199.5% |
| Participant deferral / active EE | $1,798 | $28+6407.8% | $137+1214.2% | $58+2989.7% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |