Filed August 24, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,027 | $100,852-75.2% | $90,404-72.3% | $158,922-84.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.67% | 1724.20%-1705.5pp | 1293.02%-1274.3pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,835 | $3,689+4.0% | $3,262+17.6% | $4,761-19.5% |
| Participant deferral / active EE | $3,941 | $4,348-9.4% | $3,963-0.6% | $5,982-34.1% |
| Admin fee / account holder | $18 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |