Filed August 23, 2023 (most recent of 5 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,536 | $197,591-48.6% | $177,821-42.9% | $158,922-36.1% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 15.23% | 58.76%-43.5pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,809 | $6,697-73.0% | $5,918-69.4% | $4,761-62.0% |
| Participant deferral / active EE | $2,874 | $8,405-65.8% | $7,714-62.7% | $5,982-51.9% |
| Admin fee / account holder | $244 | $15,399-98.4% | $12,427-98.0% | $11,246-97.8% |