Filed July 16, 2018
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 | $111,120 | $91,552+21.4% | $133,956-17.0% | $79,858+39.1% |
| Participation rate | 88.3% | 73.3%+15.0pp | 79.8%+8.5pp | 69.6%+18.7pp |
| Annual return | 17.42% | 61.85%-44.4pp | 45.09%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,259 | $2,384+78.7% | $3,919+8.7% | $2,471+72.4% |
| Participant deferral / active EE | $5,989 | $3,733+60.4% | $5,048+18.7% | $3,740+60.1% |
| Admin fee / account holder | $232 | $6,321-96.3% | $8,927-97.4% | $5,306-95.6% |