Filed August 2, 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 | $207,672 | $84,487+145.8% | $125,339+65.7% | $66,914+210.4% |
| Participation rate | 93.6% | 76.4%+17.2pp | 82.4%+11.2pp | 69.8%+23.8pp |
| Annual return | 7.70% | -8.39%+16.1pp | 572.05%-564.4pp | 1.58%+6.1pp |
| Employer contribution / active EE | $17,316 | $3,553+387.4% | $4,814+259.7% | $2,544+580.6% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-99.9% | $10,010-100.0% | $593-99.9% |