Filed July 31, 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 3-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,858 | $106,515-93.6% | $96,683-92.9% | $139,434-95.1% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.3%+8.0pp | 80.3%+2.0pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,973 | $4,103-51.9% | $3,737-47.2% | $4,751-58.5% |
| Participant deferral / active EE | $3,544 | $5,454-35.0% | $4,878-27.4% | $6,710-47.2% |
| Admin fee / account holder | $12 | $7,877-99.9% | $6,730-99.8% | $11,403-99.9% |