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 | $37,686 | $49,451-23.8% | $79,550-52.6% | $66,914-43.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -68.47% | 84.25%-152.7pp | 0.16%-68.6pp | 1.58%-70.1pp |
| Employer contribution / active EE | $19,125 | $1,266+1411.2% | $2,413+692.5% | $2,544+651.7% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $4 | $595-99.4% | $6,832-99.9% | $593-99.4% |