Filed February 1, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,677 | $131,829-49.4% | $108,579-38.6% | $273,961-75.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.57% | -91.57%+100.1pp | -51.70%+60.3pp | 41.45%-32.9pp |
| Employer contribution / active EE | $3,927 | $4,912-20.1% | $3,758+4.5% | $4,869-19.3% |
| Participant deferral / active EE | $8,852 | $5,127+72.7% | $4,311+105.3% | $5,287+67.4% |
| Admin fee / account holder | $6 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |