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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,190 | $82,917+265.7% | $103,333+193.4% | $77,643+290.5% |
| Participation rate | 99.6% | 71.6%+28.0pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | 26.97% | 19.13%+7.8pp | 24.88%+2.1pp | 31.24%-4.3pp |
| Employer contribution / active EE | $6,627 | $3,552+86.6% | $3,868+71.3% | $2,726+143.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |