Filed October 5, 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 | $179,413 | $213,957-16.1% | $149,696+19.9% | - |
| Participation rate | 99.6% | 79.5%+20.1pp | 82.5%+17.1pp | - |
| Annual return | 14.13% | 9.83%+4.3pp | 276.60%-262.5pp | - |
| Employer contribution / active EE | $10,014 | $3,868+158.9% | $4,644+115.6% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,842-100.0% | - |
| Admin fee / account holder | $2 | $24,510-100.0% | $9,309-100.0% | - |