Filed June 24, 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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,457 | $104,317-72.7% | $159,436-82.2% | $86,799-67.2% |
| Participation rate | 91.1% | 77.7%+13.4pp | 82.8%+8.3pp | 72.3%+18.8pp |
| Annual return | 38.09% | 26.32%+11.8pp | 263.57%-225.5pp | 97.91%-59.8pp |
| Employer contribution / active EE | $1,635 | $3,451-52.6% | $4,829-66.1% | $2,405-32.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |