Filed November 16, 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 | $185,478 | $131,799+40.7% | $200,582-7.5% | $85,563+116.8% |
| Participation rate | 98.8% | 87.9%+10.9pp | 86.9%+11.9pp | 66.0%+32.8pp |
| Annual return | 22.85% | 21.59%+1.3pp | 42.33%-19.5pp | 31.51%-8.7pp |
| Employer contribution / active EE | $4,648 | $4,532+2.6% | $6,419-27.6% | $2,654+75.2% |
| Participant deferral / active EE | $9,301 | $7,702+20.8% | $9,331-0.3% | $4,375+112.6% |
| Admin fee / account holder | $23 | $235-90.1% | $16,305-99.9% | $834-97.2% |