Filed November 29, 2021
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 7-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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,001 | $95,918-52.0% | $151,611-69.7% | $77,904-41.0% |
| Participation rate | 97.8% | 88.7%+9.0pp | 87.5%+10.3pp | 73.7%+24.1pp |
| Annual return | -45.30% | -5.50%-39.8pp | 3.33%-48.6pp | 12.21%-57.5pp |
| Employer contribution / active EE | $16,338 | $4,330+277.3% | $6,166+165.0% | $2,848+473.7% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |