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 | $65,051 | $88,122-26.2% | $141,162-53.9% | $67,579-3.7% |
| Participation rate | 96.4% | 76.5%+19.9pp | 82.5%+13.9pp | 71.3%+25.1pp |
| Annual return | 32.76% | 75.40%-42.6pp | 71.39%-38.6pp | 378.56%-345.8pp |
| Employer contribution / active EE | $5,458 | $3,224+69.3% | $4,735+15.3% | $2,148+154.1% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |