Filed November 23, 2016 (most recent of 2 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,664 | $153,772-35.8% | $133,980-26.4% | $273,961-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.12% | 36.51%-35.4pp | 29.30%-28.2pp | 41.45%-40.3pp |
| Employer contribution / active EE | $4,118 | $6,029-31.7% | $5,211-21.0% | $4,869-15.4% |
| Participant deferral / active EE | $3,996 | $6,958-42.6% | $6,282-36.4% | $5,287-24.4% |
| Admin fee / account holder | $97 | $11,765-99.2% | $9,324-99.0% | $10,132-99.0% |