Filed January 5, 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.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,194-100.0% | $10,105-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 11.1%-11.1pp | 48.7%-48.7pp |
| Annual return | 0.00% | -8.45%+8.4pp | 16.23%-16.2pp | -2.16%+2.2pp |
| Employer contribution / active EE | $5,539 | $21,995-74.8% | $17,605-68.5% | $42,957-87.1% |
| Participant deferral / active EE | $799 | $169+372.4% | $237+236.8% | $153+420.8% |
| Admin fee / account holder | $0 | $0 | $11-100.0% | $12,572-100.0% |