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.
Annual investment return 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 | $96,625 | $84,784+14.0% | $98,439-1.8% | $74,419+29.8% |
| Participation rate | 99.8% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | -40.95% | 20.59%-61.5pp | 21.16%-62.1pp | 34.38%-75.3pp |
| Employer contribution / active EE | $5,330 | $3,364+58.4% | $3,048+74.9% | $2,637+102.1% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,948-100.0% | $348-100.0% |