Filed December 13, 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 4-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 | $49,869 | $64,119-22.2% | $112,228-55.6% | $66,914-25.5% |
| Participation rate | 98.7% | 68.5%+30.2pp | 75.1%+23.6pp | 69.8%+28.9pp |
| Annual return | -6.66% | -13.81%+7.1pp | 27.45%-34.1pp | 1.58%-8.2pp |
| Employer contribution / active EE | $15,418 | $3,005+413.0% | $3,635+324.2% | $2,544+506.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |