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.
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 | $67,278 | $95,274-29.4% | $135,903-50.5% | $74,419-9.6% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 7.69% | 32.77%-25.1pp | 68.23%-60.5pp | 34.38%-26.7pp |
| Employer contribution / active EE | $2,632 | $3,874-32.1% | $4,856-45.8% | $2,637-0.2% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |