Filed December 22, 2025
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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,742 | $150,440-94.9% | $136,294-94.3% | $147,584-94.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 39.10% | 1049.08%-1010.0pp | 5155.94%-5116.8pp | 578.55%-539.4pp |
| Employer contribution / active EE | $574 | $5,256-89.1% | $4,695-87.8% | $4,876-88.2% |
| Participant deferral / active EE | $4,652 | $6,630-29.8% | $6,247-25.5% | $5,439-14.5% |
| Admin fee / account holder | $160 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |