Filed June 12, 2017 (most recent of 3 filings on file)
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 9-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,148 | $67,411-87.9% | $91,001-91.0% | $70,131-88.4% |
| Participation rate | 96.1% | 71.4%+24.7pp | 75.6%+20.5pp | 69.5%+26.5pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,641 | $1,786+47.9% | $2,456+7.5% | $2,342+12.7% |
| Participant deferral / active EE | $5,188 | $2,823+83.8% | $3,547+46.3% | $3,332+55.7% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |