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 | $116,815 | $79,523+46.9% | $140,016-16.6% | $56,287+107.5% |
| Participation rate | 93.9% | 85.7%+8.2pp | 87.5%+6.4pp | 69.9%+24.1pp |
| Annual return | -4.21% | 2.39%-6.6pp | 651.12%-655.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,560 | $3,350+6.3% | $5,606-36.5% | $2,111+68.7% |
| Participant deferral / active EE | $5,916 | $5,129+15.3% | $6,927-14.6% | $3,350+76.6% |
| Admin fee / account holder | $1 | $614-99.8% | $10,705-100.0% | $521-99.7% |