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.
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 | $91,189 | $103,918-12.2% | $94,646-3.7% | $80,160+13.8% |
| Participation rate | 99.5% | 85.8%+13.7pp | 80.8%+18.7pp | 72.9%+26.6pp |
| Annual return | 6.00% | 27.77%-21.8pp | 156.71%-150.7pp | 40.38%-34.4pp |
| Employer contribution / active EE | $4,660 | $3,539+31.7% | $3,672+26.9% | $2,978+56.5% |
| Participant deferral / active EE | $0 | $9,528-100.0% | $7,418-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $96-100.0% | $7,231-100.0% | $145-100.0% |