Filed May 10, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,495 | $53,345+19.0% | $121,098-47.6% | $74,419-14.7% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.5%+30.5pp | 70.7%+29.3pp |
| Annual return | 18.14% | 35.15%-17.0pp | 985.75%-967.6pp | 34.38%-16.2pp |
| Employer contribution / active EE | $8,114 | $1,898+327.4% | $4,164+94.9% | $2,637+207.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,080-100.0% | $4,528-100.0% |
| Admin fee / account holder | $47 | $382-87.6% | $5,644-99.2% | $348-86.4% |