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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,972 | $84,784+59.2% | $98,439+37.1% | $74,419+81.4% |
| Participation rate | 99.1% | 81.5%+17.6pp | 75.2%+24.0pp | 70.7%+28.4pp |
| Annual return | 64.09% | 20.59%+43.5pp | 21.16%+42.9pp | 34.38%+29.7pp |
| Employer contribution / active EE | $1,146 | $3,364-66.0% | $3,048-62.4% | $2,637-56.6% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $11 | $204-94.9% | $8,948-99.9% | $348-97.0% |