Filed June 1, 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 8-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 exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $677,602 | $82,917+717.2% | $103,333+555.7% | $77,643+772.7% |
| Participation rate | 99.8% | 71.6%+28.3pp | 74.5%+25.3pp | 70.6%+29.2pp |
| Annual return | 42.26% | 19.13%+23.1pp | 24.88%+17.4pp | 31.24%+11.0pp |
| Employer contribution / active EE | $1,511 | $3,552-57.5% | $3,868-60.9% | $2,726-44.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $19 | $638-97.0% | $8,355-99.8% | $430-95.5% |