Filed March 19, 2021 (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 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 | $92,082 | $102,553-10.2% | $151,611-39.3% | $66,914+37.6% |
| Participation rate | 89.0% | 85.5%+3.4pp | 87.5%+1.5pp | 69.8%+19.1pp |
| Annual return | -16.12% | -10.82%-5.3pp | 3.33%-19.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,880 | $4,180-31.1% | $6,166-53.3% | $2,544+13.2% |
| Participant deferral / active EE | $5,619 | $6,641-15.4% | $8,363-32.8% | $4,237+32.6% |
| Admin fee / account holder | $6 | $630-99.1% | $11,616-100.0% | $593-99.1% |