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 | $3,231,985 | $545,454+492.5% | $534,296+504.9% | $430,769+650.3% |
| Participation rate | 100.0% | 94.8%+5.2pp | 92.1%+7.9pp | 90.6%+9.4pp |
| Annual return | 1.00% | -0.06%+1.1pp | 0.02%+1.0pp | 10.77%-9.8pp |
| Employer contribution / active EE | $0 | $34,675-100.0% | $34,080-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $3,667-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $11,320-100.0% | $11,850-100.0% | $18,309-100.0% |