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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,534 | $129,095-60.1% | $184,200-72.0% | $77,671-33.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 12.30% | 33.29%-21.0pp | 28.80%-16.5pp | 31.21%-18.9pp |
| Employer contribution / active EE | $6,108 | $4,410+38.5% | $6,424-4.9% | $2,726+124.0% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $129 | $256-49.6% | $13,907-99.1% | $430-70.0% |