Filed April 19, 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 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 | $36,386 | $44,764-18.7% | $68,791-47.1% | $64,808-43.9% |
| Participation rate | 98.7% | 64.8%+34.0pp | 69.0%+29.7pp | 71.5%+27.3pp |
| Annual return | 881.88% | -10.91%+892.8pp | -6.38%+888.3pp | 32.82%+849.1pp |
| Employer contribution / active EE | $3,778 | $1,775+112.8% | $2,655+42.3% | $2,506+50.8% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $3 | $151-98.2% | $4,932-99.9% | $188-98.5% |