Filed July 18, 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 3-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 | $590,308 | $98,727+497.9% | $113,168+421.6% | $85,563+589.9% |
| Participation rate | 98.3% | 80.8%+17.4pp | 76.6%+21.7pp | 66.0%+32.3pp |
| Annual return | 91.47% | 17.43%+74.0pp | 24.27%+67.2pp | 31.51%+60.0pp |
| Employer contribution / active EE | $7,806 | $2,907+168.6% | $2,975+162.4% | $2,654+194.2% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |