Filed September 14, 2020 (most recent of 2 filings on file)
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 6-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 | $99,573 | $65,435+52.2% | $86,677+14.9% | $66,914+48.8% |
| Participation rate | 95.2% | 75.5%+19.8pp | 76.6%+18.6pp | 69.8%+25.4pp |
| Annual return | 14.04% | -10.89%+24.9pp | 35.91%-21.9pp | 1.58%+12.5pp |
| Employer contribution / active EE | $8,501 | $2,153+294.8% | $2,836+199.7% | $2,544+234.1% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |