Filed June 9, 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 | $163,047 | $92,971+75.4% | $96,683+68.6% | $74,419+119.1% |
| Participation rate | 98.8% | 71.5%+27.2pp | 74.3%+24.4pp | 70.7%+28.0pp |
| Annual return | 15.70% | 37.49%-21.8pp | 35.69%-20.0pp | 34.38%-18.7pp |
| Employer contribution / active EE | $6,918 | $3,426+101.9% | $3,737+85.1% | $2,637+162.3% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $34 | $633-94.7% | $6,730-99.5% | $348-90.3% |