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 | $68,675 | $106,110-35.3% | $147,005-53.3% | $77,671-11.6% |
| Participation rate | 85.7% | 78.4%+7.3pp | 82.2%+3.6pp | 70.6%+15.1pp |
| Annual return | 14.95% | 56.77%-41.8pp | 418.76%-403.8pp | 31.21%-16.3pp |
| Employer contribution / active EE | $2,776 | $4,065-31.7% | $4,934-43.7% | $2,726+1.8% |
| Participant deferral / active EE | $6,085 | $7,992-23.9% | $8,070-24.6% | $4,648+30.9% |
| Admin fee / account holder | $18 | $338-94.6% | $13,006-99.9% | $430-95.8% |