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 | $70,093 | $60,124+16.6% | $90,404-22.5% | $79,858-12.2% |
| Participation rate | 97.0% | 65.0%+32.0pp | 72.7%+24.3pp | 69.6%+27.3pp |
| Annual return | 39.60% | 71.94%-32.3pp | 1293.02%-1253.4pp | 31.71%+7.9pp |
| Employer contribution / active EE | $20,582 | $2,068+895.4% | $3,262+531.0% | $2,471+733.0% |
| Participant deferral / active EE | $14,702 | $2,938+400.4% | $3,963+270.9% | $3,740+293.1% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |