Filed November 3, 2015 (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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,279 | $78,422-80.5% | $95,952-84.1% | $79,858-80.9% |
| Participation rate | 82.7% | 73.5%+9.2pp | 77.1%+5.6pp | 69.6%+13.1pp |
| Annual return | 13.88% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,331 | $1,945-31.6% | $2,541-47.6% | $2,471-46.1% |
| Participant deferral / active EE | $1,894 | $3,440-44.9% | $4,167-54.6% | $3,740-49.4% |
| Admin fee / account holder | $270 | $5,622-95.2% | $6,795-96.0% | $5,306-94.9% |