Filed May 16, 2022 (most recent of 4 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 | $102,409 | $59,186+73.0% | $76,768+33.4% | $56,287+81.9% |
| Participation rate | 98.2% | 75.2%+23.0pp | 77.0%+21.2pp | 69.9%+28.3pp |
| Annual return | 107.98% | 6.62%+101.4pp | 2.43%+105.6pp | -9.96%+117.9pp |
| Employer contribution / active EE | $5,451 | $1,759+210.0% | $2,485+119.3% | $2,111+158.2% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |