Filed February 5, 2018
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.
Participant contribution per participant 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 | $64,552 | $38,365+68.3% | $84,611-23.7% | $65,185-1.0% |
| Participation rate | 97.3% | 55.7%+41.7pp | 68.2%+29.1pp | 70.2%+27.1pp |
| Annual return | 59.64% | 32.00%+27.6pp | 258.74%-199.1pp | 29.38%+30.3pp |
| Employer contribution / active EE | $3,525 | $1,258+180.1% | $2,652+32.9% | $2,177+61.9% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,912-100.0% | $847-100.0% |