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 | $122,593 | $65,435+87.4% | $86,677+41.4% | $66,914+83.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 31.44% | -10.89%+42.3pp | 35.91%-4.5pp | 1.58%+29.9pp |
| Employer contribution / active EE | $14,917 | $2,153+592.8% | $2,836+425.9% | $2,544+486.3% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $6 | $642-99.1% | $7,493-99.9% | $593-99.0% |