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 | $93,431 | $54,701+70.8% | $86,188+8.4% | $71,457+30.8% |
| Participation rate | 99.3% | 60.1%+39.1pp | 69.0%+30.3pp | 67.9%+31.3pp |
| Annual return | 121.43% | 20.06%+101.4pp | 1168.45%-1047.0pp | 28.85%+92.6pp |
| Employer contribution / active EE | $15,688 | $1,265+1140.0% | $2,380+559.1% | $2,588+506.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $16 | $1,922-99.2% | $6,852-99.8% | $1,587-99.0% |