Filed March 24, 2017
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 | $24,199 | $45,035-46.3% | $62,995-61.6% | $70,131-65.5% |
| Participation rate | 98.3% | 69.5%+28.8pp | 74.8%+23.5pp | 69.5%+28.8pp |
| Annual return | 12.08% | 18.76%-6.7pp | 87.57%-75.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $3,200 | $2,051+56.0% | $2,759+16.0% | $2,342+36.6% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $260 | $2,834-90.8% | $3,600-92.8% | $4,645-94.4% |