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 | $191,515 | $41,078+366.2% | $80,569+137.7% | $71,457+168.0% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 34.83% | 38.45%-3.6pp | 935.43%-900.6pp | 28.85%+6.0pp |
| Employer contribution / active EE | $8,565 | $1,506+468.8% | $2,723+214.5% | $2,588+231.0% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $9 | $1,840-99.5% | $5,377-99.8% | $1,587-99.4% |