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 | $73,665 | $59,417+24.0% | $93,606-21.3% | $74,495-1.1% |
| Participation rate | 90.7% | 59.7%+31.0pp | 68.7%+21.9pp | 67.2%+23.5pp |
| Annual return | -31.12% | 81.83%-113.0pp | 133.20%-164.3pp | 1364.94%-1396.1pp |
| Employer contribution / active EE | $12,782 | $1,264+911.6% | $2,420+428.2% | $2,623+387.3% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |