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 | $60,866 | $83,369-27.0% | $105,223-42.2% | $67,986-10.5% |
| Participation rate | 90.5% | 56.3%+34.2pp | 75.0%+15.5pp | 57.2%+33.3pp |
| Annual return | 16.05% | 24.64%-8.6pp | 180.65%-164.6pp | 31.67%-15.6pp |
| Employer contribution / active EE | $935 | $2,541-63.2% | $3,689-74.7% | $2,019-53.7% |
| Participant deferral / active EE | $2,905 | $3,295-11.8% | $5,072-42.7% | $3,358-13.5% |
| Admin fee / account holder | $300 | $4,073-92.6% | $8,859-96.6% | $3,203-90.6% |