Filed May 26, 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 | $77,588 | $109,359-29.1% | $162,163-52.2% | $72,985+6.3% |
| Participation rate | 72.9% | 84.3%-11.4pp | 87.6%-14.7pp | 69.5%+3.4pp |
| Annual return | 22.85% | 25.46%-2.6pp | 115.59%-92.7pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,437 | $3,907-63.2% | $5,614-74.4% | $2,440-41.1% |
| Participant deferral / active EE | $4,438 | $5,481-19.0% | $7,298-39.2% | $3,607+23.0% |
| Admin fee / account holder | $133 | $7,972-98.3% | $10,843-98.8% | $5,124-97.4% |