Filed December 30, 2022
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 | $75,609 | $105,181-28.1% | $159,436-52.6% | $85,850-11.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 72.36% | 45.07%+27.3pp | 263.57%-191.2pp | 318.53%-246.2pp |
| Employer contribution / active EE | $3,075 | $3,318-7.3% | $4,829-36.3% | $2,565+19.9% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |