Filed October 1, 2021 (most recent of 2 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 | $28,379 | $65,557-56.7% | $64,056-55.7% | $71,457-60.3% |
| Participation rate | 99.2% | 73.2%+26.0pp | 72.3%+26.9pp | 67.9%+31.3pp |
| Annual return | 15.39% | 18.94%-3.6pp | 33.69%-18.3pp | 28.85%-13.5pp |
| Employer contribution / active EE | $4,469 | $2,669+67.5% | $2,747+62.7% | $2,588+72.7% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |