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 | $223,643 | $132,049+69.4% | $200,582+11.5% | $74,304+201.0% |
| Participation rate | 89.0% | 84.1%+4.9pp | 86.9%+2.1pp | 60.3%+28.7pp |
| Annual return | 14.60% | 22.22%-7.6pp | 42.33%-27.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $3,524 | $4,558-22.7% | $6,419-45.1% | $2,241+57.2% |
| Participant deferral / active EE | $10,761 | $7,213+49.2% | $9,331+15.3% | $3,767+185.6% |
| Admin fee / account holder | $1 | $2,405-99.9% | $16,305-100.0% | $2,969-100.0% |