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 | $39,725 | $106,236-62.6% | $112,228-64.6% | $64,808-38.7% |
| Participation rate | 99.7% | 71.7%+28.0pp | 75.1%+24.6pp | 71.5%+28.2pp |
| Annual return | 41.48% | -6.02%+47.5pp | 27.45%+14.0pp | 32.82%+8.7pp |
| Employer contribution / active EE | $1,503 | $3,166-52.5% | $3,635-58.7% | $2,506-40.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |