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 | $191,373-100.0% | $191,373-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 5.3%-5.3pp | 55.8%-55.8pp |
| Annual return | 13.64% | 5.45%+8.2pp | 8.46%+5.2pp | 24.42%-10.8pp |
| Employer contribution / active EE | $44,521 | $44,942-0.9% | $25,175+76.9% | $41,338+7.7% |
| Participant deferral / active EE | $2,479 | $115+2051.9% | $181+1272.7% | $55+4383.9% |
| Admin fee / account holder | $0 | $730-100.0% | $730-100.0% | $22,079-100.0% |