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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,796 | $41,647+50.8% | $96,139-34.7% | $86,799-27.7% |
| Participation rate | 99.3% | 50.2%+49.1pp | 68.4%+30.8pp | 72.3%+27.0pp |
| Annual return | 17.81% | 27.24%-9.4pp | 191.94%-174.1pp | 97.91%-80.1pp |
| Employer contribution / active EE | $3,008 | $1,318+128.3% | $2,797+7.5% | $2,405+25.0% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,537-100.0% | $170-100.0% |