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 | $169,020 | $130,194+29.8% | $169,993-0.6% | $71,457+136.5% |
| Participation rate | 84.4% | 86.1%-1.7pp | 87.0%-2.6pp | 67.9%+16.5pp |
| Annual return | 18.53% | 20.37%-1.8pp | 53.37%-34.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,726 | $4,381-37.8% | $6,785-59.8% | $2,588+5.3% |
| Participant deferral / active EE | $8,342 | $6,923+20.5% | $10,408-19.8% | $4,289+94.5% |
| Admin fee / account holder | $2 | $966-99.8% | $12,815-100.0% | $1,587-99.9% |