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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,561 | $44,764+131.3% | $68,791+50.5% | $64,808+59.8% |
| Participation rate | 96.5% | 64.8%+31.8pp | 69.0%+27.5pp | 71.5%+25.1pp |
| Annual return | -4.22% | -10.91%+6.7pp | -6.38%+2.2pp | 32.82%-37.0pp |
| Employer contribution / active EE | $3,255 | $1,775+83.3% | $2,655+22.6% | $2,506+29.9% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $151-100.0% | $4,932-100.0% | $188-100.0% |