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 | $214,754 | $74,706+187.5% | $75,696+183.7% | $79,386+170.5% |
| Participation rate | 81.8% | 75.3%+6.5pp | 74.8%+7.0pp | 70.7%+11.1pp |
| Annual return | 14.17% | 18.52%-4.3pp | 104.53%-90.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $3,502 | $2,590+35.2% | $2,743+27.7% | $2,427+44.2% |
| Participant deferral / active EE | $2,572 | $3,533-27.2% | $3,821-32.7% | $4,046-36.4% |
| Admin fee / account holder | $112 | $374-70.1% | $3,619-96.9% | $626-82.1% |