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 | $64,297 | $92,703-30.6% | $82,719-22.3% | $134,475-52.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -18.05% | 944.92%-963.0pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,064 | $3,274+24.1% | $3,009+35.1% | $4,740-14.3% |
| Participant deferral / active EE | $6,800 | $4,802+41.6% | $4,395+54.7% | $6,400+6.3% |
| Admin fee / account holder | $32 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |