Filed January 22, 2024 (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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,698 | $94,529-40.0% | $140,016-59.5% | $64,186-11.7% |
| Participation rate | 82.8% | 84.1%-1.3pp | 87.5%-4.7pp | 69.6%+13.2pp |
| Annual return | -7.84% | 7.77%-15.6pp | 651.12%-659.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,265 | $3,812-66.8% | $5,606-77.4% | $2,381-46.8% |
| Participant deferral / active EE | $7,762 | $5,250+47.8% | $6,927+12.0% | $3,470+123.7% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |