Filed May 3, 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 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 | $92,050 | $70,667+30.3% | $123,104-25.2% | $52,331+75.9% |
| Participation rate | 92.6% | 83.7%+8.9pp | 86.8%+5.8pp | 68.1%+24.5pp |
| Annual return | -0.18% | 6.23%-6.4pp | 13.22%-13.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,106 | $2,946+5.4% | $5,151-39.7% | $1,882+65.1% |
| Participant deferral / active EE | $5,164 | $4,493+14.9% | $6,230-17.1% | $3,022+70.9% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |