Filed May 2, 2023
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 | $37,435 | $56,638-33.9% | $169,368-77.9% | $74,419-49.7% |
| Participation rate | 97.6% | 67.5%+30.1pp | 77.1%+20.4pp | 70.7%+26.8pp |
| Annual return | 0.00% | 24.75%-24.8pp | 405.60%-405.6pp | 34.38%-34.4pp |
| Employer contribution / active EE | $26,396 | $2,027+1202.4% | $4,013+557.8% | $2,637+900.9% |
| Participant deferral / active EE | $0 | $4,223-100.0% | $6,221-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $307-100.0% | $9,003-100.0% | $348-100.0% |