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 | $126,950 | $92,971+36.5% | $96,683+31.3% | $74,419+70.6% |
| Participation rate | 99.5% | 71.5%+28.0pp | 74.3%+25.2pp | 70.7%+28.8pp |
| Annual return | 10.91% | 37.49%-26.6pp | 35.69%-24.8pp | 34.38%-23.5pp |
| Employer contribution / active EE | $9,777 | $3,426+185.4% | $3,737+161.7% | $2,637+270.7% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $6 | $633-99.1% | $6,730-99.9% | $348-98.4% |