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 | $219,129 | $62,267+251.9% | $110,238+98.8% | $55,725+293.2% |
| Participation rate | 98.5% | 78.1%+20.4pp | 79.8%+18.7pp | 70.9%+27.7pp |
| Annual return | 12.80% | -1.07%+13.9pp | 314.74%-301.9pp | 244.93%-232.1pp |
| Employer contribution / active EE | $9,434 | $1,941+385.9% | $3,826+146.5% | $2,078+354.0% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |