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 | $40,310 | $64,612-37.6% | $86,436-53.4% | $64,808-37.8% |
| Participation rate | 94.8% | 81.5%+13.3pp | 80.3%+14.4pp | 71.5%+23.3pp |
| Annual return | 32.02% | 0.66%+31.4pp | 4394.89%-4362.9pp | 32.82%-0.8pp |
| Employer contribution / active EE | $1,067 | $2,744-61.1% | $3,769-71.7% | $2,506-57.4% |
| Participant deferral / active EE | $0 | $7,497-100.0% | $6,952-100.0% | $4,310-100.0% |
| Admin fee / account holder | $8 | $169-95.1% | $6,731-99.9% | $188-95.6% |