Filed June 12, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,475 | $89,436+244.9% | $164,813+87.2% | $77,643+297.3% |
| Participation rate | 99.7% | 78.6%+21.1pp | 78.6%+21.1pp | 70.6%+29.2pp |
| Annual return | 21.76% | 28.83%-7.1pp | 69.93%-48.2pp | 31.24%-9.5pp |
| Employer contribution / active EE | $1,582 | $2,569-38.4% | $4,341-63.6% | $2,726-42.0% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |