Filed July 20, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,791 | $90,600+248.6% | $79,464+297.4% | $135,375+133.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.71% | 977.43%-984.1pp | 718.14%-724.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,603 | $3,068+50.0% | $2,800+64.3% | $4,779-3.7% |
| Participant deferral / active EE | $15,737 | $4,050+288.5% | $3,704+324.9% | $5,609+180.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |