Filed January 3, 2025
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,678 | $86,944-50.9% | $107,525-60.3% | $74,304-42.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 195.09% | 23.52%+171.6pp | 181.32%+13.8pp | 29.43%+165.7pp |
| Employer contribution / active EE | $4,520 | $2,757+64.0% | $3,754+20.4% | $2,241+101.7% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |