Filed February 27, 2024 (most recent of 3 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 | $159,816 | $167,484-4.6% | $151,611+5.4% | $134,475+18.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.14% | 7.80%-23.9pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $11,447 | $6,829+67.6% | $6,166+85.6% | $4,740+141.5% |
| Participant deferral / active EE | $133,255 | $8,986+1383.0% | $8,363+1493.3% | $6,400+1982.2% |
| Admin fee / account holder | $127 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |