Filed May 27, 2026
Total covered: 2 employees
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 8-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.
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 | $6,081 | $202,318-97.0% | $172,739-96.5% | $152,861-96.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.05% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,753 | $5,856-70.1% | $5,143-65.9% | $4,762-63.2% |
| Participant deferral / active EE | $3,754 | $5,948-36.9% | $5,198-27.8% | $5,850-35.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |