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.
Participant contribution per participant 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 | $83,362 | $73,102+14.0% | $123,544-32.5% | $56,287+48.1% |
| Participation rate | 98.4% | 74.3%+24.0pp | 82.3%+16.1pp | 69.9%+28.5pp |
| Annual return | 1.22% | 3.01%-1.8pp | 119.20%-118.0pp | -9.96%+11.2pp |
| Employer contribution / active EE | $9,129 | $2,977+206.7% | $4,628+97.3% | $2,111+332.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |