Filed July 6, 2022
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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,175 | $45,068+40.2% | $67,221-6.0% | $73,409-13.9% |
| Participation rate | 97.2% | 75.3%+21.8pp | 79.4%+17.8pp | 72.2%+25.0pp |
| Annual return | 48.19% | 16.15%+32.0pp | 20.72%+27.5pp | 59.29%-11.1pp |
| Employer contribution / active EE | $6,428 | $2,041+214.9% | $3,723+72.7% | $2,234+187.8% |
| Participant deferral / active EE | $0 | $2,660-100.0% | $4,384-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,844-100.0% | $158-100.0% |