Filed June 1, 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 9-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.
Annual investment return 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 | $115,752 | $86,655+33.6% | $119,609-3.2% | $66,914+73.0% |
| Participation rate | 74.1% | 75.6%-1.5pp | 79.3%-5.2pp | 69.8%+4.3pp |
| Annual return | -21.21% | -8.00%-13.2pp | -14.97%-6.2pp | 1.58%-22.8pp |
| Employer contribution / active EE | $10,639 | $2,536+319.5% | $4,232+151.4% | $2,544+318.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |