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 | $159,010 | $100,227+58.7% | $169,993-6.5% | $74,419+113.7% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.0%+10.4pp | 70.7%+26.7pp |
| Annual return | 19.58% | 66.08%-46.5pp | 53.37%-33.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $4,148 | $4,263-2.7% | $6,785-38.9% | $2,637+57.3% |
| Participant deferral / active EE | $9,069 | $7,143+27.0% | $10,408-12.9% | $4,528+100.3% |
| Admin fee / account holder | $25 | $234-89.5% | $12,815-99.8% | $348-92.9% |