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 | $35,407 | $87,125-59.4% | $108,410-67.3% | $86,799-59.2% |
| Participation rate | 96.9% | 80.5%+16.3pp | 80.1%+16.7pp | 72.3%+24.6pp |
| Annual return | 30.20% | 25.21%+5.0pp | 905.27%-875.1pp | 97.91%-67.7pp |
| Employer contribution / active EE | $3,024 | $2,477+22.1% | $3,558-15.0% | $2,405+25.7% |
| Participant deferral / active EE | $0 | $6,944-100.0% | $6,563-100.0% | $4,131-100.0% |
| Admin fee / account holder | $6 | $130-95.2% | $7,295-99.9% | $170-96.3% |