Filed January 11, 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 5-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 | $77,551 | $54,701+41.8% | $86,188-10.0% | $71,457+8.5% |
| Participation rate | 84.9% | 60.1%+24.8pp | 69.0%+16.0pp | 67.9%+17.0pp |
| Annual return | 14.08% | 20.06%-6.0pp | 1168.45%-1154.4pp | 28.85%-14.8pp |
| Employer contribution / active EE | $4,015 | $1,265+217.4% | $2,380+68.7% | $2,588+55.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |