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 | $152,712 | $37,393+308.4% | $77,024+98.3% | $66,914+128.2% |
| Participation rate | 98.2% | 52.9%+45.4pp | 67.9%+30.3pp | 69.8%+28.4pp |
| Annual return | 15.71% | -3.29%+19.0pp | 42.32%-26.6pp | 1.58%+14.1pp |
| Employer contribution / active EE | $8,965 | $1,531+485.6% | $2,812+218.8% | $2,544+252.4% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |