Filed December 24, 2023
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 4-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 | $47,116 | $86,655-45.6% | $119,609-60.6% | $66,914-29.6% |
| Participation rate | 98.0% | 75.6%+22.4pp | 79.3%+18.7pp | 69.8%+28.2pp |
| Annual return | 0.00% | -8.00%+8.0pp | -14.97%+15.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $22,202 | $2,536+775.5% | $4,232+424.6% | $2,544+772.6% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |