Filed November 9, 2021
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 | $134,120 | $65,376+105.2% | $87,100+54.0% | $65,185+105.8% |
| Participation rate | 98.7% | 75.3%+23.4pp | 76.9%+21.8pp | 70.2%+28.5pp |
| Annual return | 19.66% | 31.27%-11.6pp | 28.19%-8.5pp | 29.38%-9.7pp |
| Employer contribution / active EE | $6,543 | $1,822+259.0% | $2,521+159.5% | $2,177+200.6% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |