Filed December 22, 2020 (most recent of 6 filings on file)
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 | $99,667 | $50,956+95.6% | $96,562+3.2% | $86,799+14.8% |
| Participation rate | 99.7% | 65.2%+34.5pp | 69.8%+29.9pp | 72.3%+27.4pp |
| Annual return | 34.47% | 21.27%+13.2pp | 37.78%-3.3pp | 97.91%-63.4pp |
| Employer contribution / active EE | $5,464 | $1,111+391.9% | $2,356+131.9% | $2,405+127.2% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,181-100.0% | $170-100.0% |