Filed May 7, 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.
Participant contribution per participant 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 | $53,843 | $50,464+6.7% | $75,781-28.9% | $52,331+2.9% |
| Participation rate | 96.2% | 66.8%+29.4pp | 75.8%+20.4pp | 68.1%+28.1pp |
| Annual return | 52.05% | 1.03%+51.0pp | 9.68%+42.4pp | 4.54%+47.5pp |
| Employer contribution / active EE | $2,535 | $1,988+27.5% | $3,323-23.7% | $1,882+34.7% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |