Filed August 4, 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 | $114,024 | $86,944+31.1% | $107,525+6.0% | $74,304+53.5% |
| Participation rate | 96.8% | 59.6%+37.2pp | 75.1%+21.7pp | 60.3%+36.4pp |
| Annual return | 16.31% | 23.52%-7.2pp | 181.32%-165.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,922 | $2,757+6.0% | $3,754-22.2% | $2,241+30.4% |
| Participant deferral / active EE | $10,156 | $3,554+185.7% | $5,116+98.5% | $3,767+169.6% |
| Admin fee / account holder | $232 | $3,727-93.8% | $8,919-97.4% | $2,969-92.2% |