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 | $141,579 | $51,197+176.5% | $82,719+71.2% | $66,914+111.6% |
| Participation rate | 98.3% | 67.8%+30.4pp | 72.6%+25.7pp | 69.8%+28.5pp |
| Annual return | 82.81% | -9.64%+92.4pp | 701.18%-618.4pp | 1.58%+81.2pp |
| Employer contribution / active EE | $11,140 | $2,611+326.7% | $3,009+270.2% | $2,544+337.8% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |