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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $352,754 | $77,660+354.2% | $109,143+223.2% | $79,386+344.4% |
| Participation rate | 99.4% | 67.8%+31.6pp | 75.9%+23.5pp | 70.7%+28.7pp |
| Annual return | -2.74% | 23.44%-26.2pp | 25.75%-28.5pp | 116.85%-119.6pp |
| Employer contribution / active EE | $16,849 | $2,797+502.3% | $3,722+352.7% | $2,427+594.1% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |