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 | $181,327 | $87,037+108.3% | $106,201+70.7% | $80,874+124.2% |
| Participation rate | 99.0% | 70.4%+28.5pp | 75.3%+23.7pp | 67.6%+31.3pp |
| Annual return | 11.43% | 17.05%-5.6pp | 116.26%-104.8pp | 35.62%-24.2pp |
| Employer contribution / active EE | $13,232 | $2,396+452.2% | $3,170+317.5% | $2,756+380.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7 | $8,434-99.9% | $11,039-99.9% | $6,935-99.9% |