Filed March 29, 2017
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.
Participant contribution per participant 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 | $49,318 | $73,102-32.5% | $123,544-60.1% | $56,287-12.4% |
| Participation rate | 98.6% | 74.3%+24.3pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | 13.30% | 3.01%+10.3pp | 119.20%-105.9pp | -9.96%+23.3pp |
| Employer contribution / active EE | $5,986 | $2,977+101.1% | $4,628+29.3% | $2,111+183.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $554-98.5% | $9,284-99.9% | $521-98.4% |