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 | $155,666 | $111,491+39.6% | $189,513-17.9% | $86,799+79.3% |
| Participation rate | 87.4% | 87.3%0pp | 87.8%-0.5pp | 72.3%+15.1pp |
| Annual return | 14.63% | 83.50%-68.9pp | 555.15%-540.5pp | 97.91%-83.3pp |
| Employer contribution / active EE | $3,805 | $3,951-3.7% | $6,162-38.2% | $2,405+58.2% |
| Participant deferral / active EE | $7,049 | $6,437+9.5% | $8,221-14.3% | $4,131+70.6% |
| Admin fee / account holder | $4 | $189-97.9% | $12,045-100.0% | $170-97.7% |