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 | $116,131 | $82,202+41.3% | $125,339-7.3% | $64,808+79.2% |
| Participation rate | 97.3% | 77.9%+19.5pp | 82.4%+15.0pp | 71.5%+25.9pp |
| Annual return | 31.50% | 3.48%+28.0pp | 572.05%-540.6pp | 32.82%-1.3pp |
| Employer contribution / active EE | $13,252 | $3,615+266.5% | $4,814+175.3% | $2,506+428.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |