Filed August 19, 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 | $55,579 | $54,121+2.7% | $134,143-58.6% | $73,409-24.3% |
| Participation rate | 93.8% | 64.4%+29.5pp | 72.2%+21.7pp | 72.2%+21.7pp |
| Annual return | 17.22% | -312.52%+329.7pp | 36.33%-19.1pp | 59.29%-42.1pp |
| Employer contribution / active EE | $588 | $1,402-58.1% | $3,704-84.1% | $2,234-73.7% |
| Participant deferral / active EE | $6,067 | $2,844+113.3% | $3,499+73.4% | $3,805+59.4% |
| Admin fee / account holder | $6 | $132-95.3% | $6,684-99.9% | $158-96.1% |