Filed December 1, 2021 (most recent of 3 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 | $227,273 | $87,733+159.0% | $106,548+113.3% | $85,850+164.7% |
| Participation rate | 98.8% | 71.9%+26.8pp | 76.1%+22.6pp | 69.3%+29.5pp |
| Annual return | 48.19% | 21.86%+26.3pp | 26.80%+21.4pp | 318.53%-270.3pp |
| Employer contribution / active EE | $13,682 | $2,073+560.0% | $2,819+385.4% | $2,565+433.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,407-100.0% | $6,260-100.0% |