Filed January 11, 2023 (most recent of 4 filings on file)
Total covered: 2 employees
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,241 | $55,002+165.9% | $59,878+144.2% | $56,287+159.8% |
| Participation rate | 92.3% | 75.9%+16.4pp | 74.7%+17.6pp | 69.9%+22.5pp |
| Annual return | 6.30% | 1.13%+5.2pp | 3.46%+2.8pp | -9.96%+16.3pp |
| Employer contribution / active EE | $3,521 | $2,448+43.8% | $2,722+29.4% | $2,111+66.8% |
| Participant deferral / active EE | $2,591 | $3,121-17.0% | $3,402-23.8% | $3,350-22.6% |
| Admin fee / account holder | $220 | $236-6.9% | $3,590-93.9% | $521-57.8% |