Filed October 11, 2023
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 | $66,331 | $153,311-56.7% | $109,313-39.3% | $273,961-75.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.70% | 29.86%-26.2pp | 22.07%-18.4pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,792 | $5,619-50.3% | $3,892-28.3% | $4,869-42.6% |
| Participant deferral / active EE | $3,224 | $3,932-18.0% | $3,166+1.8% | $5,287-39.0% |
| Admin fee / account holder | $31 | $8,076-99.6% | $5,666-99.5% | $10,132-99.7% |