Filed July 7, 2026
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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,825 | $109,327-62.7% | $89,391-54.3% | $158,922-74.3% |
| Participation rate | 47.6% | 74.3%-26.6pp | 68.0%-20.4pp | 82.0%-34.3pp |
| Annual return | 24.42% | 345.68%-321.3pp | 245.62%-221.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,811 | $3,170-42.9% | $2,586-30.0% | $4,761-62.0% |
| Participant deferral / active EE | $4,272 | $4,598-7.1% | $3,890+9.8% | $5,982-28.6% |
| Admin fee / account holder | $132 | $6,153-97.9% | $4,881-97.3% | $11,246-98.8% |