Filed August 6, 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 | $55,783 | $42,894+30.0% | $60,874-8.4% | $68,494-18.6% |
| Participation rate | 92.4% | 66.8%+25.6pp | 73.1%+19.3pp | 67.9%+24.5pp |
| Annual return | -13.03% | -13.98%+1.0pp | 16.90%-29.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $5,266 | $1,978+166.2% | $2,701+94.9% | $2,596+102.8% |
| Participant deferral / active EE | $3,762 | $2,867+31.2% | $3,817-1.4% | $4,027-6.6% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |