Filed December 19, 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 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 | $35,685 | $84,487-57.8% | $125,339-71.5% | $66,914-46.7% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.0pp | 69.8%+29.6pp |
| Annual return | 236.00% | -8.39%+244.4pp | 572.05%-336.0pp | 1.58%+234.4pp |
| Employer contribution / active EE | $3,570 | $3,553+0.5% | $4,814-25.8% | $2,544+40.3% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-99.9% | $10,010-100.0% | $593-99.9% |