Filed May 25, 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.
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 | $95,047 | $49,138+93.4% | $84,015+13.1% | $65,185+45.8% |
| Participation rate | 84.5% | 60.7%+23.7pp | 69.0%+15.5pp | 70.2%+14.3pp |
| Annual return | -14.63% | 23.00%-37.6pp | 71.31%-85.9pp | 29.38%-44.0pp |
| Employer contribution / active EE | $9,393 | $914+928.0% | $1,983+373.6% | $2,177+331.5% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |