Filed December 19, 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 | $4,834-100.0% | $9,655,338-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 11.3%-11.3pp |
| Annual return | 11.72% | 8.53%+3.2pp | 11.12%+0.6pp | 10.41%+1.3pp |
| Employer contribution / active EE | $18,310 | $17,436+5.0% | $22,651-19.2% | $14,691+24.6% |
| Participant deferral / active EE | $1,125 | $239+370.4% | $198+469.5% | $58+1833.6% |
| Admin fee / account holder | $0 | $11,864-100.0% | $57,986-100.0% | $2,646-100.0% |