Filed April 18, 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 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 | $68,529 | $65,118+5.2% | $76,768-10.7% | $55,725+23.0% |
| Participation rate | 99.6% | 79.6%+20.0pp | 77.0%+22.6pp | 70.9%+28.7pp |
| Annual return | 10.62% | -1.27%+11.9pp | 2.43%+8.2pp | 244.93%-234.3pp |
| Employer contribution / active EE | $1,260 | $1,941-35.1% | $2,485-49.3% | $2,078-39.4% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-99.9% | $6,675-100.0% | $115-99.9% |