Filed April 29, 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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,704 | $80,211+13.1% | $74,183+22.3% | $63,975+41.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -2.14% | 14.13%-16.3pp | 17.74%-19.9pp | 48.65%-50.8pp |
| Employer contribution / active EE | $5,240 | $2,553+105.2% | $2,370+121.1% | $2,182+140.2% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $67-99.8% | $5,586-100.0% | $70-99.8% |