Filed January 24, 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 7-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 | $44,249 | $54,762-19.2% | $90,281-51.0% | $72,985-39.4% |
| Participation rate | 84.6% | 65.1%+19.5pp | 73.3%+11.3pp | 69.5%+15.1pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $10,066 | $2,092+381.0% | $2,854+252.6% | $2,440+312.6% |
| Participant deferral / active EE | $9,886 | $2,887+242.4% | $3,885+154.4% | $3,607+174.1% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |