Filed December 17, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $426,833 | $101,069+322.3% | $81,478+423.9% | $147,584+189.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.88% | 32.40%-21.5pp | 38.78%-27.9pp | 578.55%-567.7pp |
| Employer contribution / active EE | $18,846 | $3,205+488.0% | $2,568+634.0% | $4,876+286.5% |
| Participant deferral / active EE | $7,484 | $4,242+76.4% | $3,537+111.6% | $5,439+37.6% |
| Admin fee / account holder | $293 | $5,812-95.0% | $4,561-93.6% | $10,885-97.3% |