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 | $131,834 | $82,917+59.0% | $103,333+27.6% | $77,643+69.8% |
| Participation rate | 99.6% | 71.6%+28.0pp | 74.5%+25.0pp | 70.6%+29.0pp |
| Annual return | 14.46% | 19.13%-4.7pp | 24.88%-10.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $8,000 | $3,552+125.3% | $3,868+106.8% | $2,726+193.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $3 | $638-99.6% | $8,355-100.0% | $430-99.4% |