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 | $95,703 | $74,888+27.8% | $71,209+34.4% | $142,382-32.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.44% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $8,879 | $2,854+211.1% | $2,721+226.3% | $4,299+106.5% |
| Participant deferral / active EE | $4,440 | $4,454-0.3% | $4,175+6.3% | $6,507-31.8% |
| Admin fee / account holder | $6 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |