Filed November 6, 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 | $175,227 | $72,404+142.0% | $110,238+59.0% | $64,186+173.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.18% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,425 | $2,282+93.9% | $3,826+15.6% | $2,381+85.9% |
| Participant deferral / active EE | $9,394 | $3,469+170.8% | $4,672+101.1% | $3,470+170.8% |
| Admin fee / account holder | $138 | $5,664-97.6% | $8,547-98.4% | $4,888-97.2% |