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 | $81,303 | $69,362+17.2% | $101,248-19.7% | $73,488+10.6% |
| Participation rate | 98.1% | 68.4%+29.7pp | 75.8%+22.3pp | 70.7%+27.4pp |
| Annual return | 74.03% | 18.46%+55.6pp | 46.47%+27.6pp | 28.51%+45.5pp |
| Employer contribution / active EE | $874 | $2,628-66.8% | $3,660-76.1% | $2,270-61.5% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |