Filed October 21, 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 9-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 | $206,492 | $106,236+94.4% | $112,228+84.0% | $64,808+218.6% |
| Participation rate | 99.6% | 71.7%+27.9pp | 75.1%+24.5pp | 71.5%+28.1pp |
| Annual return | 4.47% | -6.02%+10.5pp | 27.45%-23.0pp | 32.82%-28.3pp |
| Employer contribution / active EE | $8,662 | $3,166+173.6% | $3,635+138.3% | $2,506+245.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |