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 | $245,824 | $59,263+314.8% | $96,562+154.6% | $79,386+209.7% |
| Participation rate | 96.4% | 61.9%+34.5pp | 69.8%+26.6pp | 70.7%+25.7pp |
| Annual return | 95.60% | 27.07%+68.5pp | 37.78%+57.8pp | 116.85%-21.3pp |
| Employer contribution / active EE | $6,746 | $1,216+454.9% | $2,356+186.3% | $2,427+177.9% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |