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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,890 | $114,195+40.0% | $106,548+50.1% | $93,030+71.9% |
| Participation rate | 99.5% | 86.4%+13.1pp | 76.1%+23.3pp | 73.9%+25.6pp |
| Annual return | 64.88% | 22.18%+42.7pp | 26.80%+38.1pp | 158.70%-93.8pp |
| Employer contribution / active EE | $4,122 | $4,009+2.8% | $2,819+46.2% | $2,706+52.4% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $7,407-100.0% | $152-100.0% |