Filed April 27, 2017
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 7-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 | $76,900 | $61,156+25.7% | $185,823-58.6% | $79,386-3.1% |
| Participation rate | 98.5% | 66.6%+31.8pp | 81.7%+16.8pp | 70.7%+27.8pp |
| Annual return | 0.46% | 19.45%-19.0pp | 122.05%-121.6pp | 116.85%-116.4pp |
| Employer contribution / active EE | $5,804 | $2,321+150.1% | $5,167+12.3% | $2,427+139.1% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |