Filed August 16, 2023 (most recent of 3 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 | $119,891 | $122,239-1.9% | $184,203-34.9% | $74,495+60.9% |
| Participation rate | 87.6% | 85.5%+2.1pp | 86.8%+0.8pp | 67.2%+20.4pp |
| Annual return | 35.85% | 19.95%+15.9pp | 28.81%+7.0pp | 1364.94%-1329.1pp |
| Employer contribution / active EE | $4,493 | $4,537-1.0% | $6,427-30.1% | $2,623+71.3% |
| Participant deferral / active EE | $6,235 | $7,139-12.7% | $9,131-31.7% | $4,346+43.5% |
| Admin fee / account holder | $162 | $1,260-87.1% | $13,901-98.8% | $1,942-91.6% |