Filed October 24, 2014
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 | $111,993 | $102,389+9.4% | $100,516+11.4% | $90,288+24.0% |
| Participation rate | 99.4% | 84.0%+15.3pp | 79.4%+20.0pp | 73.4%+26.0pp |
| Annual return | 22.23% | 22.50%-0.3pp | 30.89%-8.7pp | 53.97%-31.7pp |
| Employer contribution / active EE | $2,381 | $3,056-22.1% | $3,418-30.3% | $2,524-5.7% |
| Participant deferral / active EE | $0 | $7,514-100.0% | $6,270-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $8,081-100.0% | $114-100.0% |