Filed November 18, 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 | $44,264 | $77,660-43.0% | $109,143-59.4% | $79,386-44.2% |
| Participation rate | 77.3% | 67.8%+9.5pp | 75.9%+1.5pp | 70.7%+6.6pp |
| Annual return | 16.15% | 23.44%-7.3pp | 25.75%-9.6pp | 116.85%-100.7pp |
| Employer contribution / active EE | $2,036 | $2,797-27.2% | $3,722-45.3% | $2,427-16.1% |
| Participant deferral / active EE | $3,334 | $3,518-5.2% | $4,653-28.4% | $4,046-17.6% |
| Admin fee / account holder | $20 | $732-97.3% | $6,752-99.7% | $626-96.8% |