Filed March 6, 2017
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 8-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 | $9,144 | $32,117-71.5% | $71,086-87.1% | $64,186-85.8% |
| Participation rate | 97.6% | 42.7%+54.9pp | 54.7%+42.9pp | 69.6%+28.0pp |
| Annual return | -9.61% | -5.57%-4.0pp | 650.59%-660.2pp | 7.63%-17.2pp |
| Employer contribution / active EE | $5,190 | $712+628.8% | $1,088+377.2% | $2,381+118.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7 | $2,759-99.7% | $3,082-99.8% | $4,888-99.9% |