Filed May 15, 2019
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 7-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 | $201,852 | $76,670+163.3% | $96,683+108.8% | $71,457+182.5% |
| Participation rate | 76.4% | 66.6%+9.8pp | 74.3%+2.0pp | 67.9%+8.5pp |
| Annual return | 39.05% | 48.29%-9.2pp | 35.69%+3.4pp | 28.85%+10.2pp |
| Employer contribution / active EE | $4,377 | $3,031+44.4% | $3,737+17.1% | $2,588+69.1% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |