Filed February 22, 2022 (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 | $202,259 | $71,666+182.2% | $117,854+71.6% | $69,631+190.5% |
| Participation rate | 98.7% | 77.5%+21.2pp | 79.7%+19.0pp | 70.7%+28.0pp |
| Annual return | 24.24% | 18.86%+5.4pp | 335.08%-310.8pp | 27571.02%-27546.8pp |
| Employer contribution / active EE | $7,601 | $1,889+302.4% | $3,786+100.8% | $2,032+274.0% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |