Filed October 11, 2023 (most recent of 2 filings on file)
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 4-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 | $132,658 | $79,694+66.5% | $96,139+38.0% | $79,386+67.1% |
| Participation rate | 98.1% | 54.0%+44.2pp | 68.4%+29.7pp | 70.7%+27.4pp |
| Annual return | 553.06% | 40.84%+512.2pp | 191.94%+361.1pp | 116.85%+436.2pp |
| Employer contribution / active EE | $18,692 | $1,443+1195.1% | $2,797+568.3% | $2,427+670.0% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,537-100.0% | $626-100.0% |