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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,877 | $65,322+175.4% | $70,449+155.3% | $73,488+144.8% |
| Participation rate | 87.0% | 77.0%+10.0pp | 75.1%+11.9pp | 70.7%+16.3pp |
| Annual return | 2.48% | 15.71%-13.2pp | 109.03%-106.5pp | 28.51%-26.0pp |
| Employer contribution / active EE | $3,789 | $2,460+54.0% | $2,737+38.5% | $2,270+66.9% |
| Participant deferral / active EE | $2,787 | $3,375-17.4% | $3,709-24.8% | $3,740-25.5% |
| Admin fee / account holder | $206 | $214-3.9% | $3,845-94.7% | $513-59.9% |