Filed December 14, 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,930 | $153,772-51.3% | $133,980-44.1% | $273,961-72.6% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.1%+7.7pp | 83.0%+11.7pp |
| Annual return | 6.52% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,042 | $6,029-82.7% | $5,211-80.0% | $4,869-78.6% |
| Participant deferral / active EE | $3,428 | $6,958-50.7% | $6,282-45.4% | $5,287-35.2% |
| Admin fee / account holder | $13 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |