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 | $69,681 | $58,726+18.7% | $92,233-24.5% | $62,292+11.9% |
| Participation rate | 99.5% | 68.3%+31.1pp | 76.5%+23.0pp | 69.5%+29.9pp |
| Annual return | 31.57% | 43.62%-12.0pp | 176.28%-144.7pp | 28.90%+2.7pp |
| Employer contribution / active EE | $1,844 | $2,392-22.9% | $3,679-49.9% | $2,042-9.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |