Filed January 6, 2022
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,782 | $82,972+35.9% | $103,374+9.1% | $77,671+45.2% |
| Participation rate | 99.5% | 71.5%+28.0pp | 74.5%+25.0pp | 70.6%+28.9pp |
| Annual return | 22.59% | 19.14%+3.5pp | 24.89%-2.3pp | 31.21%-8.6pp |
| Employer contribution / active EE | $5,744 | $3,554+61.6% | $3,869+48.4% | $2,726+110.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |