Filed February 12, 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 5-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.
Participant contribution per participant 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 | $103,181 | $105,190-1.9% | $98,907+4.3% | $90,288+14.3% |
| Participation rate | 95.8% | 86.4%+9.4pp | 76.0%+19.8pp | 73.4%+22.4pp |
| Annual return | 0.00% | 18.52%-18.5pp | 196.43%-196.4pp | 53.97%-54.0pp |
| Employer contribution / active EE | $12,108 | $3,831+216.1% | $2,689+350.3% | $2,524+379.7% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,244-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $6,642-100.0% | $114-100.0% |