Filed October 3, 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 4-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 | $118,193 | $89,436+32.2% | $164,813-28.3% | $77,643+52.2% |
| Participation rate | 99.6% | 78.6%+20.9pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | 24.05% | 28.83%-4.8pp | 69.93%-45.9pp | 31.24%-7.2pp |
| Employer contribution / active EE | $3,452 | $2,569+34.4% | $4,341-20.5% | $2,726+26.6% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |