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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 8.88% | 9.82%-0.9pp | 2.33%+6.6pp | 9.82%-0.9pp |
| Employer contribution / active EE | $10,353 | $13,587-23.8% | $34,323-69.8% | $13,587-23.8% |
| Participant deferral / active EE | $1,655 | $81+1930.3% | $124+1237.6% | $81+1930.3% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |