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 | $38,774 | $82,917-53.2% | $103,333-62.5% | $77,643-50.1% |
| Participation rate | 99.8% | 71.6%+28.2pp | 74.5%+25.3pp | 70.6%+29.2pp |
| Annual return | 29.26% | 19.13%+10.1pp | 24.88%+4.4pp | 31.24%-2.0pp |
| Employer contribution / active EE | $1,013 | $3,552-71.5% | $3,868-73.8% | $2,726-62.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |