Filed March 6, 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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,902 | $64,119+160.3% | $112,228+48.7% | $66,914+149.4% |
| Participation rate | 97.5% | 68.5%+29.1pp | 75.1%+22.5pp | 69.8%+27.7pp |
| Annual return | 53.17% | -13.81%+67.0pp | 27.45%+25.7pp | 1.58%+51.6pp |
| Employer contribution / active EE | $231 | $3,005-92.3% | $3,635-93.6% | $2,544-90.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |