Filed January 13, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,548 | $81,632+21.9% | $70,449+41.3% | $158,922-37.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.47% | 208.40%-186.9pp | 109.03%-87.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $11,868 | $4,554+160.6% | $3,709+220.0% | $5,982+98.4% |
| Admin fee / account holder | $242 | $6,193-96.1% | $3,845-93.7% | $11,246-97.8% |