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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $370,215 | $65,376+466.3% | $87,100+325.0% | $65,185+467.9% |
| Participation rate | 95.5% | 75.3%+20.2pp | 76.9%+18.7pp | 70.2%+25.3pp |
| Annual return | 15.84% | 31.27%-15.4pp | 28.19%-12.4pp | 29.38%-13.5pp |
| Employer contribution / active EE | $15,357 | $1,822+742.6% | $2,521+509.1% | $2,177+605.5% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |