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.
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 | $238,346 | $84,993+180.4% | $129,995+83.3% | $80,160+197.3% |
| Participation rate | 99.8% | 79.5%+20.3pp | 78.5%+21.3pp | 72.9%+26.9pp |
| Annual return | 11.27% | 23.76%-12.5pp | -137.18%+148.4pp | 40.38%-29.1pp |
| Employer contribution / active EE | $10,840 | $3,051+255.3% | $4,320+150.9% | $2,978+264.0% |
| Participant deferral / active EE | $0 | $4,984-100.0% | $5,820-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $391-100.0% | $10,614-100.0% | $145-100.0% |