Filed April 4, 2018 (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 | $10,687 | $56,897-81.2% | $84,750-87.4% | $62,891-83.0% |
| Participation rate | 75.9% | 68.5%+7.3pp | 76.6%-0.7pp | 69.3%+6.6pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,183 | $2,400-50.7% | $3,574-66.9% | $2,281-48.1% |
| Participant deferral / active EE | $2,726 | $2,709+0.6% | $3,712-26.6% | $3,203-14.9% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |