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 | $141,782 | $72,254+96.2% | $86,677+63.6% | $64,808+118.8% |
| Participation rate | 99.0% | 80.4%+18.6pp | 76.6%+22.4pp | 71.5%+27.5pp |
| Annual return | 16.72% | 392.42%-375.7pp | 35.91%-19.2pp | 32.82%-16.1pp |
| Employer contribution / active EE | $6,066 | $2,393+153.5% | $2,836+113.9% | $2,506+142.1% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |