Filed April 14, 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 6-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.
Participant contribution per participant 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 | $140,523 | $101,523+38.4% | $141,162-0.5% | $77,787+80.7% |
| Participation rate | 94.8% | 77.4%+17.4pp | 82.5%+12.3pp | 73.2%+21.6pp |
| Annual return | 0.00% | 56.22%-56.2pp | 71.39%-71.4pp | 32.57%-32.6pp |
| Employer contribution / active EE | $2,336 | $3,341-30.1% | $4,735-50.7% | $2,504-6.7% |
| Participant deferral / active EE | $526 | $6,434-91.8% | $6,709-92.2% | $3,967-86.8% |
| Admin fee / account holder | $0 | $92-100.0% | $10,261-100.0% | $100-100.0% |