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 | $252,344 | $104,907+140.5% | $84,611+198.2% | $152,861+65.1% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 20.02% | 373.79%-353.8pp | 258.74%-238.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $11,064 | $3,302+235.1% | $2,652+317.2% | $4,762+132.3% |
| Participant deferral / active EE | $12,022 | $4,688+156.5% | $3,899+208.4% | $5,850+105.5% |
| Admin fee / account holder | $4 | $6,241-99.9% | $4,912-99.9% | $11,596-100.0% |