Filed January 6, 2022
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 3-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 | $112,782 | $82,917+36.0% | $103,333+9.1% | $77,643+45.3% |
| Participation rate | 99.5% | 71.6%+27.9pp | 74.5%+25.0pp | 70.6%+28.9pp |
| Annual return | 22.59% | 19.13%+3.5pp | 24.88%-2.3pp | 31.24%-8.6pp |
| Employer contribution / active EE | $5,744 | $3,552+61.7% | $3,868+48.5% | $2,726+110.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |