Filed September 8, 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 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 | $175,619 | $171,865+2.2% | $149,718+17.3% | $147,584+19.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.03% | 2113.22%-2090.2pp | 1501.63%-1478.6pp | 578.55%-555.5pp |
| Employer contribution / active EE | $4,538 | $6,275-27.7% | $5,445-16.6% | $4,876-6.9% |
| Participant deferral / active EE | $12,960 | $7,271+78.3% | $6,569+97.3% | $5,439+138.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |