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 | $67,128 | $23,224+189.0% | $71,086-5.6% | $55,725+20.5% |
| Participation rate | 98.9% | 37.9%+61.0pp | 54.7%+44.2pp | 70.9%+28.0pp |
| Annual return | 11.28% | -2.87%+14.1pp | 650.59%-639.3pp | 244.93%-233.7pp |
| Employer contribution / active EE | $7,207 | $436+1552.2% | $1,088+562.6% | $2,078+246.8% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,874-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |