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 | $212,002 | $122,239+73.4% | $184,203+15.1% | $74,495+184.6% |
| Participation rate | 78.7% | 85.5%-6.8pp | 86.8%-8.1pp | 67.2%+11.5pp |
| Annual return | 15.77% | 19.95%-4.2pp | 28.81%-13.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,018 | $4,537-33.5% | $6,427-53.0% | $2,623+15.1% |
| Participant deferral / active EE | $9,250 | $7,139+29.6% | $9,131+1.3% | $4,346+112.8% |
| Admin fee / account holder | $2 | $1,260-99.8% | $13,901-100.0% | $1,942-99.9% |