Filed February 25, 2025 (most recent of 6 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 | $174,233 | $106,115+64.2% | $85,969+102.7% | $125,391+39.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.78% | 13.93%-13.1pp | 9.32%-8.5pp | 282.22%-281.4pp |
| Employer contribution / active EE | $4,885 | $4,537+7.7% | $3,474+40.6% | $4,866+0.4% |
| Participant deferral / active EE | $11,748 | $4,859+141.8% | $3,829+206.8% | $5,352+119.5% |
| Admin fee / account holder | $53 | $8,144-99.3% | $6,053-99.1% | $9,540-99.4% |