Filed February 1, 2022 (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 | $39,536 | $52,836-25.2% | $105,738-62.6% | $64,186-38.4% |
| Participation rate | 95.1% | 66.5%+28.6pp | 76.3%+18.8pp | 69.6%+25.6pp |
| Annual return | -4.77% | 14.30%-19.1pp | 6.27%-11.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,537 | $1,827-15.9% | $3,268-53.0% | $2,381-35.4% |
| Participant deferral / active EE | $4,508 | $2,545+77.1% | $4,080+10.5% | $3,470+29.9% |
| Admin fee / account holder | $44 | $3,959-98.9% | $6,913-99.4% | $4,888-99.1% |