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 | $167,471 | $98,982+69.2% | $162,163+3.3% | $65,185+156.9% |
| Participation rate | 94.4% | 85.8%+8.6pp | 87.6%+6.8pp | 70.2%+24.2pp |
| Annual return | 20.91% | 24.84%-3.9pp | 115.59%-94.7pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,935 | $3,467-15.3% | $5,614-47.7% | $2,177+34.8% |
| Participant deferral / active EE | $8,452 | $5,384+57.0% | $7,298+15.8% | $3,514+140.5% |
| Admin fee / account holder | $6 | $596-98.9% | $10,843-99.9% | $847-99.2% |