Filed October 28, 2023 (most recent of 4 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 5-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 | $199,873 | $201,272-0.7% | $184,203+8.5% | $145,922+37.0% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 12.50% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,427 | $7,022-51.2% | $6,427-46.7% | $4,660-26.5% |
| Participant deferral / active EE | $8,531 | $9,806-13.0% | $9,131-6.6% | $6,688+27.6% |
| Admin fee / account holder | $22 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |