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 | $195,699 | $119,446+63.8% | $150,045+30.4% | $85,563+128.7% |
| Participation rate | 96.5% | 75.4%+21.1pp | 82.3%+14.2pp | 66.0%+30.6pp |
| Annual return | 16.71% | 23.72%-7.0pp | 62.55%-45.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $16,423 | $4,078+302.7% | $4,693+249.9% | $2,654+518.9% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |