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 3-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 | $32,265 | $102,382-68.5% | $147,005-78.1% | $80,874-60.1% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.2%+2.6pp | 67.6%+17.1pp |
| Annual return | 29.90% | 134.89%-105.0pp | 418.76%-388.9pp | 35.62%-5.7pp |
| Employer contribution / active EE | $8,816 | $3,715+137.3% | $4,934+78.7% | $2,756+219.9% |
| Participant deferral / active EE | $17,534 | $6,646+163.8% | $8,070+117.3% | $4,297+308.1% |
| Admin fee / account holder | $43 | $7,942-99.5% | $13,006-99.7% | $6,935-99.4% |