Filed April 28, 2023 (most recent of 2 filings on file)
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 | $94,234 | $86,655+8.7% | $119,609-21.2% | $66,914+40.8% |
| Participation rate | 97.6% | 75.6%+22.0pp | 79.3%+18.3pp | 69.8%+27.8pp |
| Annual return | 11.80% | -8.00%+19.8pp | -14.97%+26.8pp | 1.58%+10.2pp |
| Employer contribution / active EE | $2,074 | $2,536-18.2% | $4,232-51.0% | $2,544-18.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |