Filed June 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,785 | $58,726+575.6% | $92,233+330.2% | $62,292+537.0% |
| Participation rate | 99.2% | 68.3%+30.9pp | 76.5%+22.8pp | 69.5%+29.7pp |
| Annual return | 36.41% | 43.62%-7.2pp | 176.28%-139.9pp | 28.90%+7.5pp |
| Employer contribution / active EE | $18,220 | $2,392+661.8% | $3,679+395.2% | $2,042+792.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |