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 | $154,198 | $82,917+86.0% | $103,333+49.2% | $77,643+98.6% |
| Participation rate | 99.1% | 71.6%+27.5pp | 74.5%+24.6pp | 70.6%+28.5pp |
| Annual return | 87.84% | 19.13%+68.7pp | 24.88%+63.0pp | 31.24%+56.6pp |
| Employer contribution / active EE | $9,923 | $3,552+179.4% | $3,868+156.6% | $2,726+264.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |