Filed January 8, 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 10-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 | $84,433 | $56,443+49.6% | $83,848+0.7% | $55,725+51.5% |
| Participation rate | 98.5% | 72.0%+26.5pp | 76.1%+22.4pp | 70.9%+27.6pp |
| Annual return | 12.71% | 393.67%-381.0pp | 850.88%-838.2pp | 244.93%-232.2pp |
| Employer contribution / active EE | $5,369 | $2,682+100.2% | $3,631+47.9% | $2,078+158.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-99.8% | $5,478-100.0% | $115-99.8% |