Filed May 30, 2017
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 9-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 | $27,890 | $150,440-81.5% | $136,294-79.5% | $147,584-81.1% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,175 | $5,256-58.6% | $4,695-53.7% | $4,876-55.4% |
| Participant deferral / active EE | $4,167 | $6,630-37.2% | $6,247-33.3% | $5,439-23.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |