Filed June 5, 2020
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 | $80,265 | $53,822+49.1% | $75,696+6.0% | $85,850-6.5% |
| Participation rate | 94.4% | 69.1%+25.3pp | 74.8%+19.5pp | 69.3%+25.1pp |
| Annual return | 13.84% | 24.54%-10.7pp | 104.53%-90.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,121 | $2,017+54.8% | $2,743+13.8% | $2,565+21.7% |
| Participant deferral / active EE | $4,531 | $2,895+56.5% | $3,821+18.6% | $3,952+14.7% |
| Admin fee / account holder | $72 | $3,343-97.9% | $3,619-98.0% | $6,260-98.9% |