Filed November 23, 2021 (most recent of 2 filings on file)
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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,437 | $46,553-21.7% | $64,056-43.1% | $75,163-51.5% |
| Participation rate | 71.1% | 65.9%+5.1pp | 72.3%-1.2pp | 67.2%+3.9pp |
| Annual return | 1.41% | 26.03%-24.6pp | 33.69%-32.3pp | 160.62%-159.2pp |
| Employer contribution / active EE | $2,611 | $1,974+32.3% | $2,747-4.9% | $2,670-2.2% |
| Participant deferral / active EE | $3,231 | $2,837+13.9% | $3,880-16.7% | $4,125-21.7% |
| Admin fee / account holder | $222 | $2,952-92.5% | $3,068-92.8% | $5,651-96.1% |