Filed August 26, 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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,286 | $94,625-95.5% | $116,228-96.3% | $84,808-94.9% |
| Participation rate | 89.1% | 70.4%+18.6pp | 74.6%+14.5pp | 68.3%+20.8pp |
| Annual return | 22.42% | 20.40%+2.0pp | 90.06%-67.6pp | 40.90%-18.5pp |
| Employer contribution / active EE | $912 | $2,347-61.1% | $2,994-69.5% | $2,631-65.3% |
| Participant deferral / active EE | $1,690 | $3,972-57.5% | $4,953-65.9% | $4,212-59.9% |
| Admin fee / account holder | $160 | $10,091-98.4% | $11,989-98.7% | $7,344-97.8% |