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 | $133,577 | $136,266-2.0% | $90,749+47.2% | $77,904+71.5% |
| Participation rate | 99.6% | 86.6%+13.0pp | 75.7%+23.9pp | 73.7%+26.0pp |
| Annual return | -10.15% | -11.32%+1.2pp | -12.16%+2.0pp | 12.21%-22.4pp |
| Employer contribution / active EE | $4,497 | $4,215+6.7% | $2,921+54.0% | $2,848+57.9% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,564-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $399-100.0% | $8,445-100.0% | $133-100.0% |