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 | $159,389 | $129,021+23.5% | $184,203-13.5% | $77,643+105.3% |
| Participation rate | 95.8% | 87.3%+8.5pp | 86.8%+9.0pp | 70.6%+25.3pp |
| Annual return | 16.51% | 33.27%-16.8pp | 28.81%-12.3pp | 31.24%-14.7pp |
| Employer contribution / active EE | $3,749 | $4,413-15.0% | $6,427-41.7% | $2,726+37.5% |
| Participant deferral / active EE | $7,671 | $7,297+5.1% | $9,131-16.0% | $4,647+65.1% |
| Admin fee / account holder | $20 | $254-92.1% | $13,901-99.9% | $430-95.3% |