Filed August 4, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $714,027 | $96,305+641.4% | $80,569+786.2% | $139,434+412.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.73% | 1350.08%-1329.4pp | 935.43%-914.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $35,834 | $3,262+998.5% | $2,723+1215.7% | $4,751+654.3% |
| Participant deferral / active EE | $23,119 | $5,232+341.9% | $4,447+419.8% | $6,710+244.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |