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 | $89,663 | $104,317-14.0% | $159,436-43.8% | $86,799+3.3% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.8%+16.7pp | 72.3%+27.3pp |
| Annual return | 22.17% | 26.32%-4.2pp | 263.57%-241.4pp | 97.91%-75.7pp |
| Employer contribution / active EE | $6,544 | $3,451+89.6% | $4,829+35.5% | $2,405+172.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |