Filed August 14, 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 8-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.
Participant 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 | $29,290 | $52,293-44.0% | $178,490-83.6% | $73,409-60.1% |
| Participation rate | 99.4% | 65.3%+34.0pp | 81.9%+17.4pp | 72.2%+27.2pp |
| Annual return | 11.71% | 34.75%-23.0pp | 151.07%-139.4pp | 59.29%-47.6pp |
| Employer contribution / active EE | $4,643 | $1,735+167.6% | $5,011-7.3% | $2,234+107.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $2 | $127-98.8% | $13,984-100.0% | $158-99.0% |