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 | $94,933 | $55,415+71.3% | $155,509-39.0% | $74,495+27.4% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 6.02% | 268.50%-262.5pp | 64.67%-58.7pp | 1364.94%-1358.9pp |
| Employer contribution / active EE | $5,100 | $2,267+125.0% | $4,672+9.2% | $2,623+94.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |