Filed March 10, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,534 | $90,600+35.2% | $79,464+54.2% | $135,375-9.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.34% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $9,690 | $3,068+215.8% | $2,800+246.0% | $4,779+102.8% |
| Participant deferral / active EE | $10,686 | $4,050+163.8% | $3,704+188.5% | $5,609+90.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |