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 | $305,034 | $71,142+328.8% | $119,609+155.0% | $64,808+370.7% |
| Participation rate | 99.7% | 78.6%+21.1pp | 79.3%+20.4pp | 71.5%+28.2pp |
| Annual return | 32.19% | -10.01%+42.2pp | -14.97%+47.2pp | 32.82%-0.6pp |
| Employer contribution / active EE | $1,214 | $2,497-51.4% | $4,232-71.3% | $2,506-51.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |