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 | $93,371 | $102,966-9.3% | $90,281+3.4% | $152,861-38.9% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 21.79% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $5,242 | $3,139+67.0% | $2,854+83.6% | $4,762+10.1% |
| Participant deferral / active EE | $4,200 | $4,281-1.9% | $3,885+8.1% | $5,850-28.2% |
| Admin fee / account holder | $3 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |