Filed December 5, 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 | $24,223 | $58,655-58.7% | $91,989-73.7% | $65,185-62.8% |
| Participation rate | 95.0% | 75.3%+19.8pp | 78.6%+16.4pp | 70.2%+24.8pp |
| Annual return | 262.19% | 33.92%+228.3pp | 69.02%+193.2pp | 29.38%+232.8pp |
| Employer contribution / active EE | $6,082 | $2,080+192.3% | $3,452+76.2% | $2,177+179.4% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,923-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $7,743-100.0% | $847-100.0% |