Filed July 17, 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,361 | $87,841-60.9% | $133,980-74.4% | $62,891-45.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 87.1%-9.3pp | 69.3%+8.5pp |
| Annual return | -1.41% | 12.05%-13.5pp | 29.30%-30.7pp | 20.14%-21.5pp |
| Employer contribution / active EE | $543 | $3,483-84.4% | $5,211-89.6% | $2,281-76.2% |
| Participant deferral / active EE | $3,031 | $4,812-37.0% | $6,282-51.8% | $3,203-5.4% |
| Admin fee / account holder | $266 | $5,371-95.0% | $9,324-97.1% | $4,296-93.8% |