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 | $66,363 | $58,778+12.9% | $129,207-48.6% | $77,643-14.5% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 14.18% | 24.73%-10.6pp | 9417.33%-9403.1pp | 31.24%-17.1pp |
| Employer contribution / active EE | $8,988 | $1,952+360.4% | $4,153+116.4% | $2,726+229.7% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $4,168-100.0% | $4,647-100.0% |
| Admin fee / account holder | $55 | $589-90.6% | $7,715-99.3% | $430-87.1% |