Filed January 22, 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 | $31,937 | $22,714+40.6% | $59,496-46.3% | $55,191-42.1% |
| Participation rate | 99.2% | 37.5%+61.8pp | 54.6%+44.7pp | 69.2%+30.1pp |
| Annual return | 0.00% | -44.01%+44.0pp | 182.05%-182.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $4,695 | $418+1023.5% | $1,153+307.2% | $1,899+147.2% |
| Participant deferral / active EE | $0 | $843-100.0% | $1,829-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $2,232-100.0% | $91-100.0% |