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 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,067 | $40,256-27.8% | $57,343-49.3% | $59,632-51.3% |
| Participation rate | 82.8% | 69.2%+13.6pp | 75.1%+7.7pp | 68.7%+14.1pp |
| Annual return | 17.10% | 27.49%-10.4pp | 24.39%-7.3pp | 2041.28%-2024.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,261 | $2,399+35.9% | $3,162+3.1% | $3,192+2.2% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |