Filed July 21, 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 | $121,901 | $119,446+2.1% | $150,045-18.8% | $85,563+42.5% |
| Participation rate | 99.4% | 75.4%+24.0pp | 82.3%+17.1pp | 66.0%+33.4pp |
| Annual return | 22.25% | 23.72%-1.5pp | 62.55%-40.3pp | 31.51%-9.3pp |
| Employer contribution / active EE | $12,058 | $4,078+195.7% | $4,693+156.9% | $2,654+354.4% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |