Filed November 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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,053 | $71,883+108.7% | $86,677+73.1% | $68,494+119.1% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.9pp | 67.9%+29.5pp |
| Annual return | 7.79% | 3.52%+4.3pp | 35.91%-28.1pp | -7.84%+15.6pp |
| Employer contribution / active EE | $9,526 | $2,173+338.4% | $2,836+235.8% | $2,596+266.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |