Filed December 21, 2018
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.
Annual investment return 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 | $103,377 | $58,347+77.2% | $85,682+20.7% | $86,799+19.1% |
| Participation rate | 97.8% | 64.9%+32.9pp | 69.9%+27.9pp | 72.3%+25.5pp |
| Annual return | -34.13% | 18.43%-52.6pp | 21.49%-55.6pp | 97.91%-132.0pp |
| Employer contribution / active EE | $3,616 | $1,751+106.6% | $2,618+38.1% | $2,405+50.3% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $6,873-100.0% | $170-100.0% |