Filed August 8, 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 | $50,176 | $67,984-26.2% | $65,493-23.4% | $74,304-32.5% |
| Participation rate | 92.0% | 66.3%+25.7pp | 73.1%+18.9pp | 60.3%+31.7pp |
| Annual return | 14.42% | 19.87%-5.4pp | 982.45%-968.0pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,378 | $2,491-44.7% | $2,574-46.5% | $2,241-38.5% |
| Participant deferral / active EE | $2,917 | $3,346-12.8% | $3,961-26.4% | $3,767-22.6% |
| Admin fee / account holder | $121 | $1,373-91.2% | $5,028-97.6% | $2,969-95.9% |