Filed December 16, 2019 (most recent of 2 filings on file)
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 | $145,978 | $121,341+20.3% | $189,513-23.0% | $79,386+83.9% |
| Participation rate | 89.3% | 86.1%+3.2pp | 87.8%+1.5pp | 70.7%+18.6pp |
| Annual return | 17.43% | 21.08%-3.7pp | 555.15%-537.7pp | 116.85%-99.4pp |
| Employer contribution / active EE | $1,678 | $3,915-57.1% | $6,162-72.8% | $2,427-30.9% |
| Participant deferral / active EE | $4,116 | $6,395-35.6% | $8,221-49.9% | $4,046+1.7% |
| Admin fee / account holder | $7 | $651-98.9% | $12,045-99.9% | $626-98.9% |