Filed September 26, 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 4-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 | $100,058 | $77,899+28.4% | $149,673-33.1% | $75,163+33.1% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 15.26% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $8,328 | $3,137+165.4% | $4,818+72.9% | $2,670+211.9% |
| Participant deferral / active EE | $3,409 | $3,4110% | $5,680-40.0% | $4,125-17.4% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |