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 | $15,043 | $217,402-93.1% | $185,823-91.9% | $167,490-91.0% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 11.51% | 148.36%-136.9pp | 122.05%-110.5pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,008 | $5,873-65.8% | $5,167-61.1% | $4,837-58.5% |
| Participant deferral / active EE | $3,425 | $6,356-46.1% | $5,568-38.5% | $6,341-46.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |