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 | $68,233 | $91,372-25.3% | $129,995-47.5% | $74,419-8.3% |
| Participation rate | 99.2% | 77.8%+21.4pp | 78.5%+20.7pp | 70.7%+28.5pp |
| Annual return | 94.44% | 23.21%+71.2pp | -137.18%+231.6pp | 34.38%+60.1pp |
| Employer contribution / active EE | $1,154 | $2,563-55.0% | $4,320-73.3% | $2,637-56.3% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $6 | $283-98.0% | $10,614-99.9% | $348-98.3% |