Filed January 12, 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 | $51,299 | $74,706-31.3% | $75,696-32.2% | $79,386-35.4% |
| Participation rate | 78.0% | 75.3%+2.6pp | 74.8%+3.1pp | 70.7%+7.3pp |
| Annual return | 28.86% | 18.52%+10.3pp | 104.53%-75.7pp | 116.85%-88.0pp |
| Employer contribution / active EE | $2,988 | $2,590+15.4% | $2,743+8.9% | $2,427+23.1% |
| Participant deferral / active EE | $3,334 | $3,533-5.6% | $3,821-12.8% | $4,046-17.6% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |