Filed July 21, 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 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 | $20,033 | $40,256-50.2% | $57,343-65.1% | $59,632-66.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.05% | 27.49%-26.4pp | 24.39%-23.3pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $2,777 | $1,922+44.5% | $2,689+3.3% | $2,203+26.1% |
| Participant deferral / active EE | $2,910 | $2,399+21.3% | $3,162-8.0% | $3,192-8.8% |
| Admin fee / account holder | $231 | $2,818-91.8% | $3,356-93.1% | $4,297-94.6% |