Filed October 15, 2020
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $459,659-100.0% | $459,659-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.9%-87.9pp | 91.9%-91.9pp |
| Annual return | 2.20% | -1.33%+3.5pp | -7.78%+10.0pp | 4.30%-2.1pp |
| Employer contribution / active EE | $42,785 | $35,026+22.2% | $35,026+22.2% | $26,636+60.6% |
| Participant deferral / active EE | $0 | $7,482-100.0% | $7,297-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $30,030-100.0% | $30,030-100.0% | $12,997-100.0% |