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 | $53,111 | $92,055-42.3% | $106,213-50.0% | $77,643-31.6% |
| Participation rate | 99.7% | 81.0%+18.6pp | 75.3%+24.4pp | 70.6%+29.1pp |
| Annual return | -52.31% | 17.91%-70.2pp | 116.14%-168.5pp | 31.24%-83.5pp |
| Employer contribution / active EE | $5,525 | $3,367+64.1% | $3,171+74.2% | $2,726+102.7% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,033-100.0% | $430-100.0% |