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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,069 | $58,083+234.1% | $80,019+142.5% | $56,287+244.8% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.8%+23.5pp | 69.9%+29.5pp |
| Annual return | 7.86% | 34.61%-26.8pp | 11.22%-3.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $3,731 | $1,932+93.1% | $2,468+51.2% | $2,111+76.8% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |