Filed January 16, 2024
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 8-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,885 | $72,607+54.1% | $90,749+23.3% | $66,914+67.2% |
| Participation rate | 99.3% | 73.7%+25.6pp | 75.7%+23.6pp | 69.8%+29.5pp |
| Annual return | 0.67% | -12.28%+13.0pp | -12.16%+12.8pp | 1.58%-0.9pp |
| Employer contribution / active EE | $3,980 | $2,369+68.0% | $2,921+36.2% | $2,544+56.4% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3 | $707-99.5% | $8,445-100.0% | $593-99.4% |