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 | $199,940 | $137,414+45.5% | $189,513+5.5% | $85,850+132.9% |
| Participation rate | 89.6% | 84.6%+5.0pp | 87.8%+1.8pp | 69.3%+20.3pp |
| Annual return | 14.59% | 38.14%-23.6pp | 555.15%-540.6pp | 318.53%-303.9pp |
| Employer contribution / active EE | $3,060 | $4,344-29.6% | $6,162-50.3% | $2,565+19.3% |
| Participant deferral / active EE | $9,573 | $6,260+52.9% | $8,221+16.4% | $3,952+142.2% |
| Admin fee / account holder | $3 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |