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.
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 | $43,484 | $82,917-47.6% | $103,333-57.9% | $77,643-44.0% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | -18.60% | 19.13%-37.7pp | 24.88%-43.5pp | 31.24%-49.8pp |
| Employer contribution / active EE | $9,095 | $3,552+156.1% | $3,868+135.1% | $2,726+233.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $5 | $638-99.2% | $8,355-99.9% | $430-98.8% |