Filed January 24, 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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,983 | $93,131-39.9% | $106,548-47.5% | $86,799-35.5% |
| Participation rate | 97.7% | 81.4%+16.3pp | 76.1%+21.6pp | 72.3%+25.4pp |
| Annual return | 170.35% | 19.45%+150.9pp | 26.80%+143.5pp | 97.91%+72.4pp |
| Employer contribution / active EE | $23 | $2,895-99.2% | $2,819-99.2% | $2,405-99.0% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |