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 | $51,494 | $95,274-46.0% | $135,903-62.1% | $74,419-30.8% |
| Participation rate | 91.1% | 78.2%+12.9pp | 81.9%+9.2pp | 70.7%+20.4pp |
| Annual return | 72.08% | 32.77%+39.3pp | 68.23%+3.8pp | 34.38%+37.7pp |
| Employer contribution / active EE | $1,761 | $3,874-54.6% | $4,856-63.7% | $2,637-33.2% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |