Filed September 22, 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 | $93,702 | $63,770+46.9% | $71,209+31.6% | $102,872-8.9% |
| Participation rate | 96.0% | 61.0%+35.0pp | 73.8%+22.3pp | 73.0%+23.0pp |
| Annual return | 14.06% | 16.01%-1.9pp | 282.51%-268.5pp | 19.06%-5.0pp |
| Employer contribution / active EE | $3,852 | $2,367+62.7% | $2,721+41.6% | $3,526+9.2% |
| Participant deferral / active EE | $5,755 | $3,587+60.5% | $4,175+37.8% | $5,535+4.0% |
| Admin fee / account holder | $292 | $220+32.8% | $5,349-94.5% | $292-0.2% |