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 | $65,650 | $46,553+41.0% | $64,056+2.5% | $75,163-12.7% |
| Participation rate | 91.5% | 65.9%+25.6pp | 72.3%+19.2pp | 67.2%+24.4pp |
| Annual return | 15.59% | 26.03%-10.4pp | 33.69%-18.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,512 | $1,974+179.3% | $2,747+100.7% | $2,670+106.5% |
| Participant deferral / active EE | $3,937 | $2,837+38.8% | $3,880+1.5% | $4,125-4.5% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |