Filed October 22, 2024
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,390 | $54,320+171.3% | $67,652+117.9% | $52,331+181.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 8.78% | 6.81%+2.0pp | 6625.04%-6616.3pp | 4.54%+4.2pp |
| Employer contribution / active EE | $1,887 | $1,544+22.2% | $2,266-16.7% | $1,882+0.3% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $40 | $527-92.3% | $4,821-99.2% | $592-93.2% |