Filed January 15, 2021
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 | $113,380 | $84,487+34.2% | $125,339-9.5% | $66,914+69.4% |
| Participation rate | 94.5% | 76.4%+18.1pp | 82.4%+12.1pp | 69.8%+24.7pp |
| Annual return | 5.24% | -8.39%+13.6pp | 572.05%-566.8pp | 1.58%+3.7pp |
| Employer contribution / active EE | $11,632 | $3,553+227.4% | $4,814+141.6% | $2,544+357.2% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |