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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $330,426 | $51,466+542.0% | $78,778+319.4% | $62,292+430.4% |
| Participation rate | 99.4% | 59.8%+39.6pp | 69.2%+30.2pp | 69.5%+29.9pp |
| Annual return | 43.23% | 19.96%+23.3pp | 35.62%+7.6pp | 28.90%+14.3pp |
| Employer contribution / active EE | $22 | $827-97.4% | $1,986-98.9% | $2,042-98.9% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2 | $489-99.5% | $5,134-100.0% | $479-99.5% |