Filed June 1, 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 | $55,649 | $75,388-26.2% | $123,544-55.0% | $55,725-0.1% |
| Participation rate | 93.8% | 75.7%+18.1pp | 82.3%+11.5pp | 70.9%+22.9pp |
| Annual return | 22.42% | 4.48%+17.9pp | 119.20%-96.8pp | 244.93%-222.5pp |
| Employer contribution / active EE | $3,946 | $3,063+28.8% | $4,628-14.7% | $2,078+89.9% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |