Filed May 13, 2025 (most recent of 2 filings on file)
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 | $120,831 | $53,127+127.4% | $86,590+39.5% | $70,131+72.3% |
| Participation rate | 74.2% | 65.3%+8.9pp | 73.5%+0.6pp | 69.5%+4.7pp |
| Annual return | 19.46% | 27.66%-8.2pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,087 | $2,696+125.8% | $3,609+68.7% | $3,332+82.7% |
| Admin fee / account holder | $79 | $3,585-97.8% | $4,906-98.4% | $4,645-98.3% |