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 | $182,848 | $98,727+85.2% | $113,168+61.6% | $85,563+113.7% |
| Participation rate | 98.1% | 80.8%+17.2pp | 76.6%+21.5pp | 66.0%+32.1pp |
| Annual return | 9.99% | 17.43%-7.4pp | 24.27%-14.3pp | 31.51%-21.5pp |
| Employer contribution / active EE | $10,807 | $2,907+271.8% | $2,975+263.2% | $2,654+307.3% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |