Filed September 23, 2021 (most recent of 2 filings on file)
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 | $67,219 | $100,801-33.3% | $149,696-55.1% | $73,409-8.4% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 52.65% | 265.34%-212.7pp | 276.60%-224.0pp | 59.29%-6.6pp |
| Employer contribution / active EE | $3,662 | $3,312+10.6% | $4,644-21.1% | $2,234+64.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |