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 | $208,146 | $78,419+165.4% | $133,956+55.4% | $73,409+183.5% |
| Participation rate | 99.6% | 78.6%+21.0pp | 79.8%+19.7pp | 72.2%+27.4pp |
| Annual return | 22.24% | 33.35%-11.1pp | 45.09%-22.9pp | 59.29%-37.1pp |
| Employer contribution / active EE | $8,718 | $2,044+326.6% | $3,919+122.5% | $2,234+290.3% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |