Filed December 31, 2019 (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 3-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 | $194,716 | $88,751+119.4% | $81,812+138.0% | $145,922+33.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.05% | 1025.40%-1004.3pp | 773.79%-752.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $10,611 | $3,083+244.1% | $2,912+264.4% | $4,660+127.7% |
| Participant deferral / active EE | $12,398 | $4,643+167.0% | $4,319+187.1% | $6,688+85.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |