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 | $145,121 | $95,274+52.3% | $135,903+6.8% | $74,419+95.0% |
| Participation rate | 95.7% | 78.2%+17.5pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 27.69% | 32.77%-5.1pp | 68.23%-40.5pp | 34.38%-6.7pp |
| Employer contribution / active EE | $13,577 | $3,874+250.4% | $4,856+179.6% | $2,637+414.8% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |