Filed December 4, 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 7-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 | $55,892 | $49,138+13.7% | $84,015-33.5% | $65,185-14.3% |
| Participation rate | 99.1% | 60.7%+38.3pp | 69.0%+30.1pp | 70.2%+28.9pp |
| Annual return | 0.21% | 23.00%-22.8pp | 71.31%-71.1pp | 29.38%-29.2pp |
| Employer contribution / active EE | $18,987 | $914+1978.0% | $1,983+857.3% | $2,177+772.3% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |