Filed April 20, 2015
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 | $57,266 | $81,908-30.1% | $90,749-36.9% | $64,808-11.6% |
| Participation rate | 99.7% | 80.5%+19.2pp | 75.7%+24.0pp | 71.5%+28.2pp |
| Annual return | 25.17% | -12.53%+37.7pp | -12.16%+37.3pp | 32.82%-7.6pp |
| Employer contribution / active EE | $5,423 | $3,065+76.9% | $2,921+85.7% | $2,506+116.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |