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 | $138,947 | $100,227+38.6% | $169,993-18.3% | $74,419+86.7% |
| Participation rate | 87.0% | 87.3%-0.3pp | 87.0%0pp | 70.7%+16.3pp |
| Annual return | 17.94% | 66.08%-48.1pp | 53.37%-35.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $4,219 | $4,263-1.0% | $6,785-37.8% | $2,637+60.0% |
| Participant deferral / active EE | $8,123 | $7,143+13.7% | $10,408-21.9% | $4,528+79.4% |
| Admin fee / account holder | $7 | $234-97.0% | $12,815-99.9% | $348-98.0% |