Filed January 6, 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 3-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 | $55,315 | $76,050-27.3% | $96,544-42.7% | $71,457-22.6% |
| Participation rate | 96.7% | 74.4%+22.3pp | 76.0%+20.8pp | 67.9%+28.8pp |
| Annual return | 159.40% | 22.81%+136.6pp | 25.84%+133.6pp | 28.85%+130.6pp |
| Employer contribution / active EE | $2,690 | $2,244+19.9% | $2,965-9.3% | $2,588+4.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |