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 9-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 | $56,258 | $71,057-20.8% | $93,654-39.9% | $80,874-30.4% |
| Participation rate | 95.6% | 60.4%+35.2pp | 68.7%+26.8pp | 67.6%+27.9pp |
| Annual return | 14.55% | 11.26%+3.3pp | 133.34%-118.8pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,702 | $1,564+8.8% | $2,421-29.7% | $2,756-38.2% |
| Participant deferral / active EE | $4,264 | $4,034+5.7% | $4,413-3.4% | $4,297-0.8% |
| Admin fee / account holder | $141 | $6,944-98.0% | $8,282-98.3% | $6,935-98.0% |