Filed January 15, 2016
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 10-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,849 | $60,776+286.4% | $85,682+174.1% | $79,386+195.8% |
| Participation rate | 98.7% | 62.1%+36.6pp | 69.9%+28.9pp | 70.7%+28.0pp |
| Annual return | 37.42% | 16.57%+20.8pp | 21.49%+15.9pp | 116.85%-79.4pp |
| Employer contribution / active EE | $11,229 | $1,663+575.1% | $2,618+328.9% | $2,427+362.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $6,873-100.0% | $626-100.0% |