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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,306 | $93,182+58.1% | $146,665+0.4% | $79,386+85.6% |
| Participation rate | 96.2% | 76.4%+19.7pp | 80.1%+16.1pp | 70.7%+25.5pp |
| Annual return | 15.26% | 21.61%-6.3pp | 22.74%-7.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $13,366 | $2,420+452.4% | $4,136+223.1% | $2,427+450.6% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |