Filed October 20, 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 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 | $47,976 | $100,041-52.0% | $149,718-68.0% | $70,131-31.6% |
| Participation rate | 82.9% | 83.6%-0.7pp | 87.1%-4.1pp | 69.5%+13.4pp |
| Annual return | 14.82% | 27.43%-12.6pp | 1501.63%-1486.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,924 | $3,662-47.5% | $5,445-64.7% | $2,342-17.9% |
| Participant deferral / active EE | $3,515 | $4,983-29.5% | $6,569-46.5% | $3,332+5.5% |
| Admin fee / account holder | $3 | $8,286-100.0% | $11,283-100.0% | $4,645-99.9% |