Filed January 11, 2024
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 4-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 | $42,499 | $190,805-77.7% | $159,960-73.4% | $134,475-68.4% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -18.28% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,261 | $4,995-14.7% | $4,226+0.8% | $4,740-10.1% |
| Participant deferral / active EE | $10,890 | $6,923+57.3% | $6,182+76.1% | $6,400+70.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |