Filed October 26, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,742 | $81,474+11.4% | $133,956-32.3% | $73,488+23.5% |
| Participation rate | 98.8% | 76.4%+22.4pp | 79.8%+18.9pp | 70.7%+28.1pp |
| Annual return | 28.39% | 19.40%+9.0pp | 45.09%-16.7pp | 28.51%-0.1pp |
| Employer contribution / active EE | $8,503 | $2,209+284.9% | $3,919+117.0% | $2,270+274.6% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |