Filed March 4, 2022
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,812 | $138,065+128.7% | $123,544+155.6% | $135,375+133.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.67% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $31,225 | $5,151+506.1% | $4,628+574.7% | $4,779+553.4% |
| Participant deferral / active EE | $10,275 | $6,799+51.1% | $6,426+59.9% | $5,609+83.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |