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 | $139,332 | $98,982+40.8% | $162,163-14.1% | $65,185+113.7% |
| Participation rate | 89.0% | 85.8%+3.2pp | 87.6%+1.4pp | 70.2%+18.8pp |
| Annual return | 23.03% | 24.84%-1.8pp | 115.59%-92.6pp | 29.38%-6.4pp |
| Employer contribution / active EE | $3,478 | $3,467+0.3% | $5,614-38.1% | $2,177+59.8% |
| Participant deferral / active EE | $5,995 | $5,384+11.3% | $7,298-17.9% | $3,514+70.6% |
| Admin fee / account holder | $5 | $596-99.2% | $10,843-100.0% | $847-99.4% |