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 | $70,237 | $49,451+42.0% | $79,550-11.7% | $66,914+5.0% |
| Participation rate | 87.3% | 61.3%+26.0pp | 69.5%+17.8pp | 69.8%+17.5pp |
| Annual return | 112.04% | 84.25%+27.8pp | 0.16%+111.9pp | 1.58%+110.5pp |
| Employer contribution / active EE | $4,857 | $1,266+283.8% | $2,413+101.3% | $2,544+90.9% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |