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 | $89,579 | $115,744-22.6% | $100,391-10.8% | $199,593-55.1% |
| Participation rate | 99.6% | 85.7%+13.9pp | 81.5%+18.1pp | 72.0%+27.6pp |
| Annual return | 2.04% | 17.79%-15.8pp | 49.20%-47.2pp | 34.25%-32.2pp |
| Employer contribution / active EE | $3,926 | $3,657+7.3% | $3,942-0.4% | $3,034+29.4% |
| Participant deferral / active EE | $0 | $9,844-100.0% | $8,082-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $7,899-100.0% | $269-100.0% |