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 | $26,380 | $65,557-59.8% | $64,056-58.8% | $71,457-63.1% |
| Participation rate | 82.7% | 73.2%+9.5pp | 72.3%+10.4pp | 67.9%+14.8pp |
| Annual return | 16.06% | 18.94%-2.9pp | 33.69%-17.6pp | 28.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,627 | $3,6260% | $3,880-6.5% | $4,289-15.4% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |