Filed July 7, 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 9-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 | $79,468 | $167,484-52.6% | $151,611-47.6% | $134,475-40.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.45% | 7.80%-30.3pp | 3.33%-25.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,085 | $6,829-54.8% | $6,166-50.0% | $4,740-34.9% |
| Participant deferral / active EE | $6,283 | $8,986-30.1% | $8,363-24.9% | $6,400-1.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |