Filed December 23, 2024 (most recent of 2 filings on file)
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 4-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 | $46,965 | $86,655-45.8% | $119,609-60.7% | $66,914-29.8% |
| Participation rate | 95.1% | 75.6%+19.6pp | 79.3%+15.9pp | 69.8%+25.3pp |
| Annual return | 66.89% | -8.00%+74.9pp | -14.97%+81.9pp | 1.58%+65.3pp |
| Employer contribution / active EE | $1,571 | $2,536-38.0% | $4,232-62.9% | $2,544-38.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $8 | $755-99.0% | $10,323-99.9% | $593-98.7% |