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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,402 | $101,317+112.6% | $146,958+46.6% | $74,495+189.2% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.3pp |
| Annual return | 4.77% | 8730.91%-8726.1pp | 418.34%-413.6pp | 1364.94%-1360.2pp |
| Employer contribution / active EE | $28,253 | $3,810+641.5% | $4,933+472.7% | $2,623+977.1% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $8 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |