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 | $414,220 | $102,966+302.3% | $90,281+358.8% | $152,861+171.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.25% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $6,007 | $3,139+91.4% | $2,854+110.4% | $4,762+26.1% |
| Participant deferral / active EE | $19,000 | $4,281+343.8% | $3,885+389.0% | $5,850+224.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |