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 | $188,695 | $106,749+76.8% | $145,433+29.7% | $82,448+128.9% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 13.20% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $5,781 | $3,444+67.8% | $4,554+26.9% | $2,551+126.6% |
| Participant deferral / active EE | $7,275 | $6,519+11.6% | $7,897-7.9% | $4,139+75.8% |
| Admin fee / account holder | $15 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |