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 | $154,262 | $129,021+19.6% | $184,203-16.3% | $77,643+98.7% |
| Participation rate | 87.7% | 87.3%+0.4pp | 86.8%+0.9pp | 70.6%+17.2pp |
| Annual return | 14.57% | 33.27%-18.7pp | 28.81%-14.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $4,183 | $4,413-5.2% | $6,427-34.9% | $2,726+53.4% |
| Participant deferral / active EE | $8,117 | $7,297+11.2% | $9,131-11.1% | $4,647+74.7% |
| Admin fee / account holder | $4 | $254-98.3% | $13,901-100.0% | $430-99.0% |