Filed May 2, 2023 (most recent of 6 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 10-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 | $127,302 | $89,739+41.9% | $149,718-15.0% | $62,292+104.4% |
| Participation rate | 84.3% | 85.1%-0.8pp | 87.1%-2.8pp | 69.5%+14.8pp |
| Annual return | 17.56% | 21.01%-3.4pp | 1501.63%-1484.1pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,366 | $3,233-26.8% | $5,445-56.6% | $2,042+15.8% |
| Participant deferral / active EE | $4,741 | $4,797-1.2% | $6,569-27.8% | $3,169+49.6% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |