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 | $67,093 | $109,817-38.9% | $98,442-31.8% | $167,490-59.9% |
| Participation rate | 73.3% | 75.8%-2.5pp | 73.3%0pp | 82.1%-8.8pp |
| Annual return | 16.62% | 1956.69%-1940.1pp | 1492.73%-1476.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,997 | $3,224-7.0% | $2,960+1.3% | $4,837-38.0% |
| Participant deferral / active EE | $6,098 | $4,673+30.5% | $4,276+42.6% | $6,341-3.8% |
| Admin fee / account holder | $19 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |