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 | $46,158 | $208,526-77.9% | $96,683-52.3% | - |
| Participation rate | 98.8% | 66.0%+32.8pp | 74.3%+24.5pp | - |
| Annual return | 21.85% | 18.23%+3.6pp | 35.69%-13.8pp | - |
| Employer contribution / active EE | $9,461 | $2,182+333.5% | $3,737+153.2% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,878-100.0% | - |
| Admin fee / account holder | $4 | $13,060-100.0% | $6,730-99.9% | - |