Filed July 22, 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.
Employer contribution per participant 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 | $47,561 | $84,948-44.0% | $70,449-32.5% | $73,409-35.2% |
| Participation rate | 86.3% | 79.9%+6.3pp | 75.1%+11.2pp | 72.2%+14.1pp |
| Annual return | 13.52% | 13.39%+0.1pp | 109.03%-95.5pp | 59.29%-45.8pp |
| Employer contribution / active EE | $446 | $2,834-84.3% | $2,737-83.7% | $2,234-80.0% |
| Participant deferral / active EE | $2,036 | $3,387-39.9% | $3,709-45.1% | $3,805-46.5% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |