Filed October 19, 2015
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,999 | $97,757-76.5% | $83,848-72.6% | $135,375-83.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.77% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,563 | $4,222-63.0% | $3,631-57.0% | $4,779-67.3% |
| Participant deferral / active EE | $18,373 | $4,682+292.4% | $4,082+350.1% | $5,609+227.6% |
| Admin fee / account holder | $13 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |