Filed April 1, 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 8-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,722 | $59,186+479.1% | $76,768+346.4% | $56,287+508.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 77.0%+11.9pp | 69.9%+19.0pp |
| Annual return | 18.94% | 6.62%+12.3pp | 2.43%+16.5pp | -9.96%+28.9pp |
| Employer contribution / active EE | $14,669 | $1,759+734.1% | $2,485+490.2% | $2,111+594.9% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |