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 | $158,203 | $65,376+142.0% | $87,100+81.6% | $65,185+142.7% |
| Participation rate | 98.9% | 75.3%+23.5pp | 76.9%+22.0pp | 70.2%+28.7pp |
| Annual return | 56.30% | 31.27%+25.0pp | 28.19%+28.1pp | 29.38%+26.9pp |
| Employer contribution / active EE | $6,385 | $1,822+250.3% | $2,521+153.2% | $2,177+193.3% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |