Filed September 12, 2017
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 | $44,595 | $69,305-35.7% | $82,313-45.8% | $69,631-36.0% |
| Participation rate | 99.2% | 80.3%+18.9pp | 76.9%+22.3pp | 70.7%+28.5pp |
| Annual return | 23.97% | 21.47%+2.5pp | 25.88%-1.9pp | 27571.02%-27547.1pp |
| Employer contribution / active EE | $2,548 | $1,887+35.1% | $2,428+4.9% | $2,032+25.4% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |