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 | $70,636 | $60,261+17.2% | $81,783-13.6% | $74,546-5.2% |
| Participation rate | 91.5% | 62.9%+28.7pp | 72.4%+19.2pp | 67.2%+24.3pp |
| Annual return | 12.92% | 16.88%-4.0pp | 775.05%-762.1pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $4,198 | $2,622+60.2% | $2,913+44.2% | $2,624+60.0% |
| Participant deferral / active EE | $6,715 | $3,388+98.2% | $4,320+55.4% | $4,347+54.5% |
| Admin fee / account holder | $159 | $1,482-89.3% | $7,380-97.8% | $1,944-91.8% |