Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,349 | $102,382+7.8% | $147,005-24.9% | $80,874+36.4% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.2%+1.4pp | 67.6%+16.0pp |
| Annual return | 16.06% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $5,073 | $3,715+36.6% | $4,934+2.8% | $2,756+84.1% |
| Participant deferral / active EE | $11,589 | $6,646+74.4% | $8,070+43.6% | $4,297+169.7% |
| Admin fee / account holder | $215 | $7,942-97.3% | $13,006-98.3% | $6,935-96.9% |