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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,845 | $65,041+50.4% | $90,951+7.6% | $79,858+22.5% |
| Participation rate | 98.9% | 61.6%+37.2pp | 69.0%+29.8pp | 69.6%+29.2pp |
| Annual return | 67.52% | 30.45%+37.1pp | 134.60%-67.1pp | 31.71%+35.8pp |
| Employer contribution / active EE | $20,452 | $1,247+1539.9% | $2,122+863.8% | $2,471+727.8% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |