Filed May 20, 2025
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 | $35,523 | $95,193-62.7% | $76,523-53.6% | $135,375-73.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -5.33% | 4.85%-10.2pp | -0.27%-5.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,071 | $4,639+74.0% | $3,835+110.4% | $5,609+43.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |