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 | $151,558 | $49,451+206.5% | $79,550+90.5% | $66,914+126.5% |
| Participation rate | 99.2% | 61.3%+37.8pp | 69.5%+29.7pp | 69.8%+29.4pp |
| Annual return | -29.63% | 84.25%-113.9pp | 0.16%-29.8pp | 1.58%-31.2pp |
| Employer contribution / active EE | $6,214 | $1,266+391.0% | $2,413+157.5% | $2,544+144.2% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |