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 | $229,913 | $67,984+238.2% | $65,493+251.0% | $74,304+209.4% |
| Participation rate | 95.7% | 66.3%+29.3pp | 73.1%+22.6pp | 60.3%+35.3pp |
| Annual return | 2.28% | 19.87%-17.6pp | 982.45%-980.2pp | 29.43%-27.2pp |
| Employer contribution / active EE | $4,963 | $2,491+99.2% | $2,574+92.8% | $2,241+121.5% |
| Participant deferral / active EE | $3,647 | $3,346+9.0% | $3,961-7.9% | $3,767-3.2% |
| Admin fee / account holder | $2 | $1,373-99.9% | $5,028-100.0% | $2,969-99.9% |