Filed April 28, 2016
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 | $88,563 | $53,822+64.5% | $75,696+17.0% | $85,850+3.2% |
| Participation rate | 88.8% | 69.1%+19.7pp | 74.8%+13.9pp | 69.3%+19.4pp |
| Annual return | 13.50% | 24.54%-11.0pp | 104.53%-91.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $846 | $2,017-58.1% | $2,743-69.2% | $2,565-67.0% |
| Participant deferral / active EE | $2,254 | $2,895-22.2% | $3,821-41.0% | $3,952-43.0% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |