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 | $350,408-100.0% | - | $350,408-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | -17.36% | -21.89%+4.5pp | 179.55%-196.9pp | -14.65%-2.7pp |
| Employer contribution / active EE | $8,445 | $32,024-73.6% | $24,917-66.1% | $46,320-81.8% |
| Participant deferral / active EE | $1,490 | $259+474.8% | $463+222.1% | $60+2387.6% |
| Admin fee / account holder | $0 | $14,631-100.0% | - | $14,631-100.0% |