Filed August 17, 2017
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,660 | $102,553+121.0% | $151,611+49.5% | $66,914+238.7% |
| Participation rate | 99.3% | 85.5%+13.8pp | 87.5%+11.8pp | 69.8%+29.5pp |
| Annual return | -17.42% | -10.82%-6.6pp | 3.33%-20.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $5,752 | $4,180+37.6% | $6,166-6.7% | $2,544+126.1% |
| Participant deferral / active EE | $9,390 | $6,641+41.4% | $8,363+12.3% | $4,237+121.6% |
| Admin fee / account holder | $298 | $630-52.8% | $11,616-97.4% | $593-49.8% |