Filed November 6, 2023
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 | $37,510 | $70,002-46.4% | $115,037-67.4% | $52,331-28.3% |
| Participation rate | 71.9% | 72.1%-0.2pp | 81.4%-9.5pp | 68.1%+3.8pp |
| Annual return | 50.26% | 4.04%+46.2pp | 26.14%+24.1pp | 4.54%+45.7pp |
| Employer contribution / active EE | $6,450 | $2,715+137.6% | $4,608+40.0% | $1,882+242.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |