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.
| 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 | 11.64% | 5.63%+6.0pp | 8.31%+3.3pp | 9.30%+2.3pp |
| Employer contribution / active EE | $13,143 | $29,580-55.6% | $21,002-37.4% | $43,742-70.0% |
| Participant deferral / active EE | $2,319 | $188+1134.8% | $224+936.6% | $83+2704.3% |
| Admin fee / account holder | $0 | $12,596-100.0% | $724-100.0% | $12,596-100.0% |