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 | $159,191 | $101,317+57.1% | $146,958+8.3% | $74,495+113.7% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 28.26% | 8730.91%-8702.7pp | 418.34%-390.1pp | 1364.94%-1336.7pp |
| Employer contribution / active EE | $10,481 | $3,810+175.1% | $4,933+112.5% | $2,623+299.6% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $15 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |