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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $312,618-100.0% | $312,618-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | 13.02% | 9.70%+3.3pp | 10.03%+3.0pp | 259.13%-246.1pp |
| Employer contribution / active EE | $46,519 | $45,469+2.3% | $38,789+19.9% | $41,469+12.2% |
| Participant deferral / active EE | $8,635 | $67+12829.2% | $74+11513.2% | $153+5541.2% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,546-100.0% |