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 | $286,844-100.0% | $765,066-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 37.6%-37.6pp |
| Annual return | 11.57% | 5.63%+5.9pp | 8.31%+3.3pp | 9.30%+2.3pp |
| Employer contribution / active EE | $8,797 | $29,580-70.3% | $21,002-58.1% | $43,742-79.9% |
| Participant deferral / active EE | $1,552 | $188+726.4% | $224+593.8% | $83+1776.9% |
| Admin fee / account holder | $0 | $12,596-100.0% | $724-100.0% | $12,596-100.0% |