Filed June 7, 2016
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 | $31,782 | $63,299-49.8% | $91,001-65.1% | $62,292-49.0% |
| Participation rate | 99.4% | 73.3%+26.1pp | 75.6%+23.8pp | 69.5%+29.9pp |
| Annual return | 38.08% | 20.99%+17.1pp | 4.60%+33.5pp | 28.90%+9.2pp |
| Employer contribution / active EE | $2,282 | $1,807+26.3% | $2,456-7.1% | $2,042+11.8% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |