Filed December 21, 2023
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 | $58,640 | $44,873+30.7% | $79,464-26.2% | $56,287+4.2% |
| Participation rate | 98.5% | 68.7%+29.7pp | 73.3%+25.1pp | 69.9%+28.6pp |
| Annual return | 92.82% | 0.81%+92.0pp | 718.14%-625.3pp | -9.96%+102.8pp |
| Employer contribution / active EE | $6,804 | $2,140+218.0% | $2,800+143.0% | $2,111+222.3% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |