Filed November 23, 2020 (most recent of 2 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 | $37,046 | $167,307-77.9% | $143,757-74.2% | $134,475-72.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.58% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,721 | $5,619-51.6% | $4,951-45.0% | $4,740-42.6% |
| Participant deferral / active EE | $6,176 | $6,446-4.2% | $5,637+9.6% | $6,400-3.5% |
| Admin fee / account holder | $210 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |