Filed November 29, 2016
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,891 | $88,634+30.8% | $101,326+14.4% | $74,304+56.0% |
| Participation rate | 99.1% | 76.9%+22.3pp | 81.5%+17.6pp | 60.3%+38.8pp |
| Annual return | 14.27% | 33.10%-18.8pp | 36.82%-22.6pp | 29.43%-15.2pp |
| Employer contribution / active EE | $4,208 | $2,930+43.6% | $3,665+14.8% | $2,241+87.7% |
| Participant deferral / active EE | $5,718 | $7,322-21.9% | $7,994-28.5% | $3,767+51.8% |
| Admin fee / account holder | $253 | $2,425-89.6% | $11,185-97.7% | $2,969-91.5% |