Filed January 11, 2022
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 5-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 | $33,440 | $59,263-43.6% | $96,562-65.4% | $79,386-57.9% |
| Participation rate | 88.6% | 61.9%+26.7pp | 69.8%+18.8pp | 70.7%+17.9pp |
| Annual return | 0.00% | 27.07%-27.1pp | 37.78%-37.8pp | 116.85%-116.9pp |
| Employer contribution / active EE | $5,714 | $1,216+370.1% | $2,356+142.5% | $2,427+135.4% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |