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 | $92,145 | $123,793-25.6% | $177,821-48.2% | $79,858+15.4% |
| Participation rate | 73.0% | 84.7%-11.6pp | 87.7%-14.7pp | 69.6%+3.4pp |
| Annual return | 19.17% | 22.82%-3.6pp | 48.32%-29.1pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,425 | $4,095-65.2% | $5,918-75.9% | $2,471-42.3% |
| Participant deferral / active EE | $4,376 | $5,956-26.5% | $7,714-43.3% | $3,740+17.0% |
| Admin fee / account holder | $245 | $7,243-96.6% | $12,427-98.0% | $5,306-95.4% |