Filed December 17, 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 | $68,915 | $90,600-23.9% | $79,464-13.3% | $135,375-49.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.00% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,405 | $3,068+76.2% | $2,800+93.0% | $4,779+13.1% |
| Participant deferral / active EE | $4,475 | $4,050+10.5% | $3,704+20.8% | $5,609-20.2% |
| Admin fee / account holder | $3 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |