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 | $104,326 | $91,517+14.0% | $101,248+3.0% | $73,409+42.1% |
| Participation rate | 98.6% | 73.8%+24.8pp | 75.8%+22.8pp | 72.2%+26.4pp |
| Annual return | 12.19% | 17.17%-5.0pp | 46.47%-34.3pp | 59.29%-47.1pp |
| Employer contribution / active EE | $4,323 | $2,877+50.3% | $3,660+18.1% | $2,234+93.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-99.9% | $5,945-100.0% | $158-99.9% |