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 | $278,857 | $86,225+223.4% | $146,665+90.1% | $86,799+221.3% |
| Participation rate | 99.7% | 78.0%+21.7pp | 80.1%+19.6pp | 72.3%+27.4pp |
| Annual return | 47.56% | 31.23%+16.3pp | 22.74%+24.8pp | 97.91%-50.3pp |
| Employer contribution / active EE | $3,494 | $2,392+46.1% | $4,136-15.5% | $2,405+45.3% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |