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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,443 | $82,202-60.5% | $125,339-74.1% | $64,808-49.9% |
| Participation rate | 90.1% | 77.9%+12.2pp | 82.4%+7.7pp | 71.5%+18.6pp |
| Annual return | 14.24% | 3.48%+10.8pp | 572.05%-557.8pp | 32.82%-18.6pp |
| Employer contribution / active EE | $1,884 | $3,615-47.9% | $4,814-60.9% | $2,506-24.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $5 | $163-96.9% | $10,010-100.0% | $188-97.3% |