Filed January 23, 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 | $44,735 | $80,724-44.6% | $103,333-56.7% | $74,495-39.9% |
| Participation rate | 97.9% | 65.7%+32.2pp | 74.5%+23.4pp | 67.2%+30.7pp |
| Annual return | 20.53% | 27.56%-7.0pp | 24.88%-4.4pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $1,676 | $3,157-46.9% | $3,868-56.7% | $2,623-36.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |