Filed December 27, 2024 (most recent of 3 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,543 | $84,527+371.5% | $67,711+488.6% | $125,391+217.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.43% | 2.57%-2.1pp | 25.41%-25.0pp | 282.22%-281.8pp |
| Employer contribution / active EE | $13,662 | $3,292+315.0% | $2,559+433.8% | $4,866+180.8% |
| Participant deferral / active EE | $12,434 | $4,429+180.7% | $3,585+246.8% | $5,352+132.3% |
| Admin fee / account holder | $11 | $5,340-99.8% | $4,255-99.7% | $9,540-99.9% |