Filed April 7, 2022 (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 | $166,270 | $65,061+155.6% | $143,757+15.7% | $66,914+148.5% |
| Participation rate | 99.0% | 65.2%+33.8pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -15.29% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $9,393 | $2,361+297.9% | $4,951+89.7% | $2,544+269.2% |
| Participant deferral / active EE | $7,616 | $2,919+160.9% | $5,637+35.1% | $4,237+79.8% |
| Admin fee / account holder | $32 | $502-93.6% | $14,673-99.8% | $593-94.6% |