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 | $213,063 | $60,989+249.3% | $60,874+250.0% | $66,914+218.4% |
| Participation rate | 89.0% | 74.5%+14.5pp | 73.1%+15.9pp | 69.8%+19.2pp |
| Annual return | -6.28% | -9.60%+3.3pp | 16.90%-23.2pp | 1.58%-7.9pp |
| Employer contribution / active EE | $3,936 | $2,661+47.9% | $2,701+45.7% | $2,544+54.7% |
| Participant deferral / active EE | $2,891 | $3,615-20.0% | $3,817-24.3% | $4,237-31.8% |
| Admin fee / account holder | $21 | $338-93.7% | $3,224-99.3% | $593-96.4% |