Filed June 24, 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,742 | $86,286+53.8% | $111,297+19.3% | $85,850+54.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 6.13% | 19.99%-13.9pp | 54.65%-48.5pp | 318.53%-312.4pp |
| Employer contribution / active EE | $3,830 | $2,043+87.5% | $2,731+40.3% | $2,565+49.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |