Filed May 4, 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 10-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,246 | $45,035+29.3% | $62,995-7.5% | $70,131-16.9% |
| Participation rate | 61.8% | 69.5%-7.8pp | 74.8%-13.0pp | 69.5%-7.8pp |
| Annual return | 13.28% | 18.76%-5.5pp | 87.57%-74.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $462 | $2,051-77.5% | $2,759-83.3% | $2,342-80.3% |
| Participant deferral / active EE | $4,866 | $2,465+97.5% | $3,329+46.2% | $3,332+46.1% |
| Admin fee / account holder | $160 | $2,834-94.4% | $3,600-95.6% | $4,645-96.6% |