Filed November 25, 2015
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.
See 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $261,924-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 14.6%-14.6pp |
| Annual return | -5.85% | -3.32%-2.5pp | -2.99%-2.9pp | 10.56%-16.4pp |
| Employer contribution / active EE | $46,279 | $15,411+200.3% | $41,623+11.2% | $13,643+239.2% |
| Participant deferral / active EE | $7,684 | $512+1400.0% | $35+21597.9% | $62+12268.4% |
| Admin fee / account holder | $0 | $3,354-100.0% | $38,841-100.0% | $3,354-100.0% |