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 | $89,468 | $48,277+85.3% | $67,511+32.5% | $80,874+10.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.57% | 18.27%-7.7pp | 3517.41%-3506.8pp | 35.62%-25.1pp |
| Employer contribution / active EE | $2,274 | $2,021+12.5% | $2,733-16.8% | $2,756-17.5% |
| Participant deferral / active EE | $5,577 | $2,926+90.6% | $4,000+39.4% | $4,297+29.8% |
| Admin fee / account holder | $158 | $3,687-95.7% | $3,999-96.0% | $6,935-97.7% |