Filed April 7, 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 4-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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,985 | $112,623-10.3% | $106,213-4.9% | $199,593-49.4% |
| Participation rate | 99.9% | 86.2%+13.7pp | 75.3%+24.6pp | 72.0%+28.0pp |
| Annual return | -1.51% | 15.57%-17.1pp | 116.14%-117.6pp | 34.25%-35.8pp |
| Employer contribution / active EE | $7,614 | $4,575+66.4% | $3,171+140.1% | $3,034+150.9% |
| Participant deferral / active EE | $0 | $6,659-100.0% | $5,016-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,033-100.0% | $269-100.0% |