Filed July 13, 2023 (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 | $115,841 | $201,272-42.4% | $184,203-37.1% | $145,922-20.6% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 12.51% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $4,753 | $7,022-32.3% | $6,427-26.0% | $4,660+2.0% |
| Participant deferral / active EE | $5,636 | $9,806-42.5% | $9,131-38.3% | $6,688-15.7% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.8% |