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 | $72,806 | $100,801-27.8% | $149,696-51.4% | $73,409-0.8% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 14.99% | 265.34%-250.3pp | 276.60%-261.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $5,980 | $3,312+80.6% | $4,644+28.8% | $2,234+167.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |