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 | $179,673 | $92,055+95.2% | $106,213+69.2% | $77,643+131.4% |
| Participation rate | 98.9% | 81.0%+17.8pp | 75.3%+23.6pp | 70.6%+28.3pp |
| Annual return | 52.05% | 17.91%+34.1pp | 116.14%-64.1pp | 31.24%+20.8pp |
| Employer contribution / active EE | $2,068 | $3,367-38.6% | $3,171-34.8% | $2,726-24.1% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $219-98.9% | $11,033-100.0% | $430-99.4% |