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 | $129,492 | $79,171+63.6% | $102,423+26.4% | $74,495+73.8% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.4pp |
| Annual return | 23.84% | 54.93%-31.1pp | 29.32%-5.5pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $8,166 | $2,362+245.7% | $3,023+170.1% | $2,623+211.3% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $6 | $2,001-99.7% | $9,451-99.9% | $1,942-99.7% |