Filed December 29, 2016
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,349 | $83,908+328.3% | $68,509+424.5% | $125,391+186.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -4.71% | 14.48%-19.2pp | 8.27%-13.0pp | 282.22%-286.9pp |
| Employer contribution / active EE | $16,696 | $3,031+450.9% | $2,278+633.0% | $4,866+243.1% |
| Participant deferral / active EE | $6,748 | $4,125+63.6% | $3,382+99.5% | $5,352+26.1% |
| Admin fee / account holder | $206 | $8,982-97.7% | $5,275-96.1% | $9,540-97.8% |