Filed August 1, 2017 (most recent of 2 filings on file)
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 8-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 | $354,213-100.0% | $568,132-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 47.4%-47.4pp |
| Annual return | 18.04% | 12.49%+5.5pp | 14.64%+3.4pp | 12.16%+5.9pp |
| Employer contribution / active EE | $0 | $52,238-100.0% | $41,831-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $2,246 | $219+925.6% | $200+1022.9% | $170+1218.4% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |