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 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,972 | $63,299+192.2% | $91,001+103.3% | $62,292+196.9% |
| Participation rate | 98.8% | 73.3%+25.5pp | 75.6%+23.2pp | 69.5%+29.3pp |
| Annual return | 11.56% | 20.99%-9.4pp | 4.60%+7.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $3,703 | $1,807+105.0% | $2,456+50.8% | $2,042+81.3% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |