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 | $87,102 | $46,553+87.1% | $64,056+36.0% | $75,163+15.9% |
| Participation rate | 88.3% | 65.9%+22.4pp | 72.3%+16.0pp | 67.2%+21.1pp |
| Annual return | 16.49% | 26.03%-9.5pp | 33.69%-17.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $750 | $1,974-62.0% | $2,747-72.7% | $2,670-71.9% |
| Participant deferral / active EE | $2,081 | $2,837-26.6% | $3,880-46.4% | $4,125-49.6% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |