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 | $49,175 | $100,852-51.2% | $90,404-45.6% | $158,922-69.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 21.42% | 1724.20%-1702.8pp | 1293.02%-1271.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,897 | $3,689-21.5% | $3,262-11.2% | $4,761-39.2% |
| Participant deferral / active EE | $4,581 | $4,348+5.4% | $3,963+15.6% | $5,982-23.4% |
| Admin fee / account holder | $180 | $6,501-97.2% | $5,611-96.8% | $11,246-98.4% |