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.
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 | $446,897 | $42,548+950.3% | $74,550+499.5% | $56,287+694.0% |
| Participation rate | 99.4% | 60.5%+39.0pp | 69.1%+30.3pp | 69.9%+29.6pp |
| Annual return | 44.82% | 12.40%+32.4pp | 32.53%+12.3pp | -9.96%+54.8pp |
| Employer contribution / active EE | $1,595 | $855+86.6% | $1,961-18.6% | $2,111-24.4% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,060-100.0% | $521-100.0% |