Filed April 4, 2018
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,685 | $65,435+26.4% | $86,677-4.6% | $66,914+23.6% |
| Participation rate | 98.3% | 75.5%+22.8pp | 76.6%+21.7pp | 69.8%+28.5pp |
| Annual return | 0.48% | -10.89%+11.4pp | 35.91%-35.4pp | 1.58%-1.1pp |
| Employer contribution / active EE | $5,016 | $2,153+133.0% | $2,836+76.8% | $2,544+97.2% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $7 | $642-98.9% | $7,493-99.9% | $593-98.8% |