Filed August 2, 2024
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 | $29,419 | $106,236-72.3% | $112,228-73.8% | $64,808-54.6% |
| Participation rate | 99.8% | 71.7%+28.1pp | 75.1%+24.7pp | 71.5%+28.3pp |
| Annual return | 4.81% | -6.02%+10.8pp | 27.45%-22.6pp | 32.82%-28.0pp |
| Employer contribution / active EE | $2,538 | $3,166-19.8% | $3,635-30.2% | $2,506+1.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |