Filed June 12, 2018
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 8-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.
Participant contribution per participant 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 | $43,849 | $63,114-30.5% | $92,893-52.8% | $65,185-32.7% |
| Participation rate | 97.2% | 68.8%+28.4pp | 76.0%+21.2pp | 70.2%+27.0pp |
| Annual return | 203.62% | 28.75%+174.9pp | 109.41%+94.2pp | 29.38%+174.2pp |
| Employer contribution / active EE | $602 | $2,571-76.6% | $3,653-83.5% | $2,177-72.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |