Filed July 16, 2021
Total covered: 6 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 | $37,043 | $105,998-65.1% | $92,233-59.8% | $147,584-74.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.81% | 50.05%-31.2pp | 176.28%-157.5pp | 578.55%-559.7pp |
| Employer contribution / active EE | $13,768 | $4,333+217.8% | $3,679+274.2% | $4,876+182.4% |
| Participant deferral / active EE | $4,745 | $4,478+6.0% | $3,897+21.8% | $5,439-12.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |