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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,485 | $65,041+85.2% | $90,951+32.5% | $79,858+50.9% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.0%+27.9pp | 69.6%+27.3pp |
| Annual return | 26.51% | 30.45%-3.9pp | 134.60%-108.1pp | 31.71%-5.2pp |
| Employer contribution / active EE | $7,444 | $1,247+496.9% | $2,122+250.8% | $2,471+201.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |