Filed November 17, 2020
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 | $84,600 | $73,102+15.7% | $123,544-31.5% | $56,287+50.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 3.77% | 3.01%+0.8pp | 119.20%-115.4pp | -9.96%+13.7pp |
| Employer contribution / active EE | $2,855 | $2,977-4.1% | $4,628-38.3% | $2,111+35.2% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $10 | $554-98.1% | $9,284-99.9% | $521-98.0% |