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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $221,583-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 14.6%-14.6pp |
| Annual return | 7.78% | -3.21%+11.0pp | -6.55%+14.3pp | 10.56%-2.8pp |
| Employer contribution / active EE | $19,230 | $17,428+10.3% | $21,653-11.2% | $13,643+41.0% |
| Participant deferral / active EE | $1,215 | $183+562.8% | $160+660.5% | $62+1855.3% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,920-100.0% | $3,354-100.0% |