Filed March 16, 2020
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 | $149,680 | $73,638+103.3% | $95,952+56.0% | $73,488+103.7% |
| Participation rate | 96.8% | 76.2%+20.6pp | 77.1%+19.7pp | 70.7%+26.1pp |
| Annual return | 11.54% | 16.78%-5.2pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $2,448 | $1,863+31.4% | $2,541-3.7% | $2,270+7.8% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $123 | $482-74.5% | $6,795-98.2% | $513-76.1% |