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 | $140,118 | $57,281+144.6% | $86,612+61.8% | $75,163+86.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.66% | 2670.75%-2647.1pp | 591.07%-567.4pp | 160.62%-137.0pp |
| Employer contribution / active EE | $23,687 | $2,314+923.4% | $3,022+683.7% | $2,670+787.2% |
| Participant deferral / active EE | $16,428 | $3,318+395.1% | $4,438+270.2% | $4,125+298.2% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |