Filed March 20, 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 4-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 | $33,251 | $106,236-68.7% | $112,228-70.4% | $64,808-48.7% |
| Participation rate | 99.1% | 71.7%+27.4pp | 75.1%+24.0pp | 71.5%+27.6pp |
| Annual return | 111.11% | -6.02%+117.1pp | 27.45%+83.7pp | 32.82%+78.3pp |
| Employer contribution / active EE | $3,562 | $3,166+12.5% | $3,635-2.0% | $2,506+42.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |