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 | $51,619 | $89,282-42.2% | $94,646-45.5% | $74,419-30.6% |
| Participation rate | 95.5% | 82.4%+13.1pp | 80.8%+14.7pp | 70.7%+24.8pp |
| Annual return | 37.63% | 25.96%+11.7pp | 156.71%-119.1pp | 34.38%+3.2pp |
| Employer contribution / active EE | $1,111 | $3,022-63.2% | $3,672-69.7% | $2,637-57.9% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,418-100.0% | $4,528-100.0% |
| Admin fee / account holder | $6 | $219-97.4% | $7,231-99.9% | $348-98.4% |