Filed September 11, 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 | $24,656 | $45,152-45.4% | $73,843-66.6% | $59,632-58.7% |
| Participation rate | 88.9% | 64.0%+24.9pp | 73.4%+15.4pp | 68.7%+20.2pp |
| Annual return | -0.19% | 27.40%-27.6pp | 2267.84%-2268.0pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,470 | $1,902-22.7% | $2,787-47.3% | $2,203-33.2% |
| Participant deferral / active EE | $2,882 | $2,574+12.0% | $3,583-19.6% | $3,192-9.7% |
| Admin fee / account holder | $195 | $3,516-94.5% | $4,880-96.0% | $4,297-95.5% |