Filed February 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 3-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 | $9,861 | $27,827-64.6% | $65,255-84.9% | $71,457-86.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 65.0%+35.0pp | 67.9%+32.1pp |
| Annual return | 0.00% | 41.58%-41.6pp | 47.35%-47.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $5,419 | $1,405+285.7% | $1,691+220.4% | $2,588+109.4% |
| Participant deferral / active EE | $0 | $1,861-100.0% | $2,831-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $3,850-100.0% | $4,112-100.0% | $1,587-100.0% |