Filed September 11, 2023
Total covered: 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,164 | $60,124-53.2% | $90,404-68.8% | $79,858-64.7% |
| Participation rate | 72.7% | 65.0%+7.7pp | 72.7%0pp | 69.6%+3.1pp |
| Annual return | 15.78% | 71.94%-56.2pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $27 | $2,068-98.7% | $3,262-99.2% | $2,471-98.9% |
| Participant deferral / active EE | $104 | $2,938-96.5% | $3,963-97.4% | $3,740-97.2% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |