Filed June 19, 2017 (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 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.
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 | $1,564 | $113,339-98.6% | $94,993-98.4% | $147,584-98.9% |
| Participation rate | 76.5% | 78.0%-1.5pp | 73.9%+2.6pp | 82.8%-6.4pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $548 | $3,160-82.6% | $2,603-78.9% | $4,876-88.8% |
| Participant deferral / active EE | $581 | $3,777-84.6% | $3,317-82.5% | $5,439-89.3% |
| Admin fee / account holder | $11 | $6,063-99.8% | $4,960-99.8% | $10,885-99.9% |