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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $555,803 | $99,032+461.2% | $80,019+594.6% | $135,375+310.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.90% | 15.39%-22.3pp | 11.22%-18.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $15,592 | $3,043+412.3% | $2,468+531.8% | $4,779+226.3% |
| Participant deferral / active EE | $9,311 | $4,282+117.4% | $3,686+152.6% | $5,609+66.0% |
| Admin fee / account holder | $205 | $10,436-98.0% | $6,521-96.9% | $10,827-98.1% |