Filed June 11, 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 | $17,491 | $60,124-70.9% | $90,404-80.7% | $79,858-78.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.50% | 71.94%-54.4pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,371 | $2,068-33.7% | $3,262-58.0% | $2,471-44.5% |
| Participant deferral / active EE | $3,415 | $2,938+16.2% | $3,963-13.8% | $3,740-8.7% |
| Admin fee / account holder | $74 | $3,976-98.1% | $5,611-98.7% | $5,306-98.6% |