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 | $195,482 | $88,890+119.9% | $102,423+90.9% | $77,643+151.8% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 22.10% | 24.98%-2.9pp | 29.32%-7.2pp | 31.24%-9.1pp |
| Employer contribution / active EE | $10,031 | $2,698+271.9% | $3,023+231.8% | $2,726+268.0% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |