Filed November 18, 2015 (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 4-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 | $16,664 | $167,307-90.0% | $143,757-88.4% | $134,475-87.6% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $6,198 | $5,619+10.3% | $4,951+25.2% | $4,740+30.8% |
| Participant deferral / active EE | $5,664 | $6,446-12.1% | $5,637+0.5% | $6,400-11.5% |
| Admin fee / account holder | $187 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |