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 | $104,700 | $84,487+23.9% | $125,339-16.5% | $66,914+56.5% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | 10.67% | -8.39%+19.1pp | 572.05%-561.4pp | 1.58%+9.1pp |
| Employer contribution / active EE | $4,555 | $3,553+28.2% | $4,814-5.4% | $2,544+79.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $13 | $685-98.1% | $10,010-99.9% | $593-97.8% |