Filed April 8, 2024
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,905 | $101,499+32.9% | $147,005-8.2% | $74,546+81.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 268.00% | 8732.34%-8464.3pp | 418.76%-150.8pp | 1366.03%-1098.0pp |
| Employer contribution / active EE | $41,925 | $3,811+1000.1% | $4,934+749.7% | $2,624+1497.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |