Filed June 8, 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 | $25,661 | $91,517-72.0% | $101,248-74.7% | $73,409-65.0% |
| Participation rate | 99.3% | 73.8%+25.6pp | 75.8%+23.5pp | 72.2%+27.2pp |
| Annual return | 63.40% | 17.17%+46.2pp | 46.47%+16.9pp | 59.29%+4.1pp |
| Employer contribution / active EE | $826 | $2,877-71.3% | $3,660-77.4% | $2,234-63.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |