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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,876 | $79,171+151.2% | $102,423+94.2% | $74,495+167.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 6.60% | 54.93%-48.3pp | 29.32%-22.7pp | 1364.94%-1358.3pp |
| Employer contribution / active EE | $19,491 | $2,362+725.1% | $3,023+544.7% | $2,623+643.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $4 | $2,001-99.8% | $9,451-100.0% | $1,942-99.8% |