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 | $211,378 | $91,407+131.3% | $135,903+55.5% | $71,457+195.8% |
| Participation rate | 99.2% | 75.7%+23.6pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 25.95% | 29.90%-3.9pp | 68.23%-42.3pp | 28.85%-2.9pp |
| Employer contribution / active EE | $16,986 | $3,703+358.7% | $4,856+249.8% | $2,588+556.5% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |