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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,508 | $53,977+43.6% | $76,080+1.9% | $86,799-10.7% |
| Participation rate | 98.4% | 73.6%+24.8pp | 79.4%+19.0pp | 72.3%+26.1pp |
| Annual return | 35.90% | 14.64%+21.3pp | 42.50%-6.6pp | 97.91%-62.0pp |
| Employer contribution / active EE | $8,149 | $2,300+254.3% | $3,962+105.7% | $2,405+238.8% |
| Participant deferral / active EE | $0 | $2,980-100.0% | $4,905-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $4,883-100.0% | $170-100.0% |