Filed July 9, 2023 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,009 | $90,600-72.4% | $79,464-68.5% | $135,375-81.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -7.87% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,968 | $3,068-3.3% | $2,800+6.0% | $4,779-37.9% |
| Participant deferral / active EE | $5,000 | $4,050+23.4% | $3,704+35.0% | $5,609-10.9% |
| Admin fee / account holder | $66 | $5,907-98.9% | $5,113-98.7% | $10,827-99.4% |