Filed February 6, 2023
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 3-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 | $22,676 | $48,698-53.4% | $93,606-75.8% | $199,593-88.6% |
| Participation rate | 99.6% | 63.5%+36.1pp | 68.7%+30.9pp | 72.0%+27.6pp |
| Annual return | 60.34% | 15.34%+45.0pp | 133.20%-72.9pp | 34.25%+26.1pp |
| Employer contribution / active EE | $14,143 | $1,135+1146.2% | $2,420+484.5% | $3,034+366.1% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $195-99.8% | $8,285-100.0% | $269-99.9% |