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 | $191,798 | $82,978+131.1% | $129,995+47.5% | $71,457+168.4% |
| Participation rate | 96.5% | 74.1%+22.5pp | 78.5%+18.0pp | 67.9%+28.6pp |
| Annual return | 329.74% | 20.60%+309.1pp | -137.18%+466.9pp | 28.85%+300.9pp |
| Employer contribution / active EE | $22,955 | $2,622+775.6% | $4,320+431.4% | $2,588+787.1% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $1,729-100.0% | $10,614-100.0% | $1,587-99.9% |