Filed March 23, 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 7-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,342 | $55,706-70.7% | $75,886-78.5% | $72,985-77.6% |
| Participation rate | 96.2% | 61.1%+35.0pp | 69.3%+26.9pp | 69.5%+26.7pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,343 | $1,687-20.3% | $2,500-46.3% | $2,440-44.9% |
| Participant deferral / active EE | $5,035 | $2,634+91.2% | $3,603+39.7% | $3,607+39.6% |
| Admin fee / account holder | $181 | $3,978-95.5% | $5,418-96.7% | $5,124-96.5% |