Filed August 17, 2022 (most recent of 3 filings on file)
Total covered: 3 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 | $36,184 | $48,570-25.5% | $130,648-72.3% | $72,985-50.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 22.15% | 38.63%-16.5pp | 1708.96%-1686.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,308 | $1,334-2.0% | $4,092-68.0% | $2,440-46.4% |
| Participant deferral / active EE | $1,905 | $2,384-20.1% | $3,603-47.1% | $3,607-47.2% |
| Admin fee / account holder | $232 | $3,549-93.5% | $5,464-95.7% | $5,124-95.5% |