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.
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 | $93,436 | $66,601+40.3% | $92,893+0.6% | $67,579+38.3% |
| Participation rate | 99.4% | 72.5%+26.9pp | 76.0%+23.4pp | 71.3%+28.1pp |
| Annual return | 15.61% | 92.58%-77.0pp | 109.41%-93.8pp | 378.56%-362.9pp |
| Employer contribution / active EE | $3,561 | $2,775+28.3% | $3,653-2.5% | $2,148+65.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-99.9% | $5,794-100.0% | $142-99.9% |