Filed May 17, 2024 (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 | $96,247 | $201,272-52.2% | $184,203-47.7% | $145,922-34.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.36% | 29.00%-14.6pp | 28.81%-14.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $9,057 | $7,022+29.0% | $6,427+40.9% | $4,660+94.4% |
| Participant deferral / active EE | $3,243 | $9,806-66.9% | $9,131-64.5% | $6,688-51.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |