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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,150 | $185,342-23.3% | $111,297+27.7% | $86,799+63.8% |
| Participation rate | 99.2% | 81.0%+18.2pp | 77.3%+21.9pp | 72.3%+26.9pp |
| Annual return | 5.35% | 500.80%-495.4pp | 54.65%-49.3pp | 97.91%-92.6pp |
| Employer contribution / active EE | $5,384 | $2,246+139.7% | $2,731+97.1% | $2,405+123.8% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |