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 | $114,465 | $78,275+46.2% | $109,143+4.9% | $86,799+31.9% |
| Participation rate | 98.9% | 73.8%+25.1pp | 75.9%+23.0pp | 72.3%+26.6pp |
| Annual return | 15.13% | 19.14%-4.0pp | 25.75%-10.6pp | 97.91%-82.8pp |
| Employer contribution / active EE | $5,722 | $3,105+84.3% | $3,722+53.7% | $2,405+137.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-99.9% | $6,752-100.0% | $170-99.9% |