Filed November 14, 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 | $23,167 | $50,815-54.4% | $155,509-85.1% | $77,643-70.2% |
| Participation rate | 76.8% | 63.1%+13.7pp | 78.2%-1.3pp | 70.6%+6.3pp |
| Annual return | 12.16% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,387 | $1,993-30.4% | $4,672-70.3% | $2,726-49.1% |
| Participant deferral / active EE | $4,145 | $2,822+46.9% | $5,626-26.3% | $4,647-10.8% |
| Admin fee / account holder | $94 | $437-78.4% | $15,912-99.4% | $430-78.1% |