Filed June 28, 2019
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 | $136,919 | $79,523+72.2% | $140,016-2.2% | $56,287+143.3% |
| Participation rate | 96.4% | 85.7%+10.7pp | 87.5%+8.9pp | 69.9%+26.5pp |
| Annual return | -3.43% | 2.39%-5.8pp | 651.12%-654.5pp | -9.96%+6.5pp |
| Employer contribution / active EE | $3,013 | $3,350-10.1% | $5,606-46.2% | $2,111+42.7% |
| Participant deferral / active EE | $8,456 | $5,129+64.9% | $6,927+22.1% | $3,350+152.4% |
| Admin fee / account holder | $3 | $614-99.5% | $10,705-100.0% | $521-99.5% |