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 | $28,057 | $66,813-58.0% | $100,516-72.1% | $73,488-61.8% |
| Participation rate | 97.1% | 77.5%+19.6pp | 79.4%+17.7pp | 70.7%+26.4pp |
| Annual return | 31.79% | 25.70%+6.1pp | 30.89%+0.9pp | 28.51%+3.3pp |
| Employer contribution / active EE | $1,798 | $2,147-16.2% | $3,418-47.4% | $2,270-20.8% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $8,081-100.0% | $513-100.0% |