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 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -13.40% | -14.09%+0.7pp | 179.55%-192.9pp | -5.25%-8.1pp |
| Employer contribution / active EE | $22,807 | $19,237+18.6% | $24,917-8.5% | $15,166+50.4% |
| Participant deferral / active EE | $1,443 | $307+369.4% | $463+211.9% | $120+1103.7% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |