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 | $220,432 | $73,004+201.9% | $90,749+142.9% | $68,494+221.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -8.06% | -13.81%+5.8pp | -12.16%+4.1pp | -7.84%-0.2pp |
| Employer contribution / active EE | $24,251 | $2,193+1005.9% | $2,921+730.3% | $2,596+834.1% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |