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 3-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.
See 1 actuary disclosure. $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 | $3,305,764 | $656,253+403.7% | $632,405+422.7% | $484,799+581.9% |
| Participation rate | 100.0% | 90.8%+9.2pp | 89.5%+10.5pp | 91.1%+8.9pp |
| Annual return | 2.28% | 2.20%+0.1pp | 2.81%-0.5pp | 5.95%-3.7pp |
| Employer contribution / active EE | $0 | $32,826-100.0% | $32,215-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $3,300-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $16,461-100.0% | $30,649-100.0% | $18,209-100.0% |