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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,291 | $76,050+54.2% | $96,544+21.5% | $71,457+64.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 8.84% | 22.81%-14.0pp | 25.84%-17.0pp | 28.85%-20.0pp |
| Employer contribution / active EE | $4,964 | $2,244+121.2% | $2,965+67.4% | $2,588+91.8% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $7 | $2,707-99.8% | $8,252-99.9% | $1,587-99.6% |