Filed July 14, 2022
Total covered: 6 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 | $174,174 | $99,020+75.9% | $86,590+101.1% | $147,584+18.0% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 20.70% | 1312.34%-1291.6pp | 964.84%-944.1pp | 578.55%-557.9pp |
| Employer contribution / active EE | $15,081 | $3,132+381.5% | $2,839+431.1% | $4,876+209.3% |
| Participant deferral / active EE | $6,831 | $3,972+72.0% | $3,609+89.3% | $5,439+25.6% |
| Admin fee / account holder | $52 | $5,710-99.1% | $4,906-98.9% | $10,885-99.5% |