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 | $117,397 | $89,739+30.8% | $149,718-21.6% | $62,292+88.5% |
| Participation rate | 95.6% | 85.1%+10.5pp | 87.1%+8.5pp | 69.5%+26.1pp |
| Annual return | 18.94% | 21.01%-2.1pp | 1501.63%-1482.7pp | 28.90%-10.0pp |
| Employer contribution / active EE | $3,363 | $3,233+4.0% | $5,445-38.2% | $2,042+64.7% |
| Participant deferral / active EE | $5,435 | $4,797+13.3% | $6,569-17.3% | $3,169+71.5% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |