Filed March 11, 2020
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 10-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,387,416 | $59,417+2235.1% | $93,606+1382.2% | $74,495+1762.4% |
| Participation rate | 98.8% | 59.7%+39.1pp | 68.7%+30.0pp | 67.2%+31.6pp |
| Annual return | 30.95% | 81.83%-50.9pp | 133.20%-102.2pp | 1364.94%-1334.0pp |
| Employer contribution / active EE | $23,159 | $1,264+1732.8% | $2,420+857.1% | $2,623+782.9% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $3,021-100.0% | $8,285-100.0% | $1,942-99.9% |