Filed January 16, 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 10-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 | $86,743 | $59,186+46.6% | $76,768+13.0% | $56,287+54.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 45.81% | 6.62%+39.2pp | 2.43%+43.4pp | -9.96%+55.8pp |
| Employer contribution / active EE | $2,472 | $1,759+40.6% | $2,485-0.5% | $2,111+17.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $5 | $489-99.0% | $6,675-99.9% | $521-99.1% |