Filed December 1, 2019 (most recent of 3 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,946 | $86,929+15.0% | $102,423-2.4% | $80,856+23.6% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.6%+30.7pp |
| Annual return | -4.81% | 18.88%-23.7pp | 29.32%-34.1pp | 35.59%-40.4pp |
| Employer contribution / active EE | $4,478 | $2,369+89.0% | $3,023+48.1% | $2,755+62.6% |
| Participant deferral / active EE | $9,502 | $4,118+130.7% | $5,053+88.1% | $4,296+121.2% |
| Admin fee / account holder | $77 | $8,049-99.0% | $9,451-99.2% | $6,918-98.9% |