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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,012 | $84,936-54.1% | $111,297-64.9% | $79,386-50.9% |
| Participation rate | 88.4% | 75.9%+12.5pp | 77.3%+11.0pp | 70.7%+17.7pp |
| Annual return | 101.64% | 17.45%+84.2pp | 54.65%+47.0pp | 116.85%-15.2pp |
| Employer contribution / active EE | $2,312 | $1,979+16.8% | $2,731-15.4% | $2,427-4.8% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-99.9% | $7,964-100.0% | $626-99.9% |