Filed December 28, 2023 (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 | $55,398 | $99,652-44.4% | $78,778-29.7% | $147,584-62.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 12.61% | 47.28%-34.7pp | 35.62%-23.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,017 | $2,796-27.9% | $1,986+1.6% | $4,876-58.6% |
| Participant deferral / active EE | $5,249 | $3,664+43.3% | $2,958+77.4% | $5,439-3.5% |
| Admin fee / account holder | $125 | $7,155-98.3% | $5,134-97.6% | $10,885-98.9% |