Filed November 18, 2024
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $644,037 | $87,841+633.2% | $133,980+380.7% | $62,891+924.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.34% | 12.05%-4.7pp | 29.30%-22.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $22,468 | $3,483+545.1% | $5,211+331.1% | $2,281+885.0% |
| Participant deferral / active EE | $13,470 | $4,812+179.9% | $6,282+114.4% | $3,203+320.6% |
| Admin fee / account holder | $81 | $5,371-98.5% | $9,324-99.1% | $4,296-98.1% |