Filed September 30, 2022 (most recent of 3 filings on file)
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 | $136,667 | $82,202+66.3% | $125,339+9.0% | $64,808+110.9% |
| Participation rate | 94.2% | 77.9%+16.3pp | 82.4%+11.8pp | 71.5%+22.7pp |
| Annual return | 12.26% | 3.48%+8.8pp | 572.05%-559.8pp | 32.82%-20.6pp |
| Employer contribution / active EE | $2,572 | $3,615-28.8% | $4,814-46.6% | $2,506+2.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |