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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,324 | $96,484+161.5% | $156,263+61.5% | $74,304+239.6% |
| Participation rate | 98.3% | 67.7%+30.6pp | 78.9%+19.4pp | 60.3%+37.9pp |
| Annual return | 8.97% | 17.73%-8.8pp | 59.47%-50.5pp | 29.43%-20.5pp |
| Employer contribution / active EE | $25,837 | $2,528+921.9% | $4,333+496.3% | $2,241+1052.8% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,728-100.0% | $14,255-100.0% | $2,969-100.0% |