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 | $139,623 | $86,897+60.7% | $151,611-7.9% | $64,808+115.4% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.5%+9.0pp | 71.5%+25.1pp |
| Annual return | -14.61% | -3.57%-11.0pp | 3.33%-17.9pp | 32.82%-47.4pp |
| Employer contribution / active EE | $4,062 | $4,010+1.3% | $6,166-34.1% | $2,506+62.1% |
| Participant deferral / active EE | $8,763 | $6,690+31.0% | $8,363+4.8% | $4,310+103.3% |
| Admin fee / account holder | $24 | $153-84.1% | $11,616-99.8% | $188-87.1% |