Filed March 28, 2017 (most recent of 2 filings on file)
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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,716 | $54,590-93.2% | $81,930-95.5% | $73,488-94.9% |
| Participation rate | 97.3% | 68.3%+28.9pp | 72.0%+25.3pp | 70.7%+26.6pp |
| Annual return | 49.02% | 17.74%+31.3pp | 29.49%+19.5pp | 28.51%+20.5pp |
| Employer contribution / active EE | $483 | $1,636-70.5% | $4,310-88.8% | $2,270-78.7% |
| Participant deferral / active EE | $2,196 | $2,759-20.4% | $7,107-69.1% | $3,740-41.3% |
| Admin fee / account holder | $186 | $592-68.6% | $5,158-96.4% | $513-63.7% |