Filed March 1, 2023 (most recent of 4 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 6-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.
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 5.55% | 3.55%+2.0pp | 3.97%+1.6pp | 4.16%+1.4pp |
| Employer contribution / active EE | $25,000 | $33,688-25.8% | $28,168-11.2% | $42,916-41.7% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |