Filed January 4, 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 | $101,704 | $152,509-33.3% | $117,472-13.4% | $134,475-24.4% |
| Participation rate | 72.2% | 77.1%-4.9pp | 70.6%+1.6pp | 81.2%-9.0pp |
| Annual return | -16.43% | 52.99%-69.4pp | 29.74%-46.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,915 | $5,571-65.6% | $4,176-54.1% | $4,740-59.6% |
| Participant deferral / active EE | $6,731 | $4,818+39.7% | $4,070+65.4% | $6,400+5.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |