Filed October 26, 2023 (most recent of 2 filings on file)
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 9-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 | $127,017 | $99,957+27.1% | $149,696-15.2% | $73,488+72.8% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 14.36% | 53.87%-39.5pp | 276.60%-262.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $7,456 | $3,191+133.7% | $4,644+60.6% | $2,270+228.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |