Filed December 8, 2023 (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 9-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,587 | $103,376-84.9% | $87,100-82.1% | $152,861-89.8% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 21.68% | 28.10%-6.4pp | 28.19%-6.5pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,738 | $3,220-46.0% | $2,521-31.1% | $4,762-63.5% |
| Participant deferral / active EE | $2,518 | $4,778-47.3% | $4,049-37.8% | $5,850-57.0% |
| Admin fee / account holder | $179 | $12,205-98.5% | $7,497-97.6% | $11,596-98.5% |