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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,026 | $111,754-89.2% | $103,333-88.4% | $145,922-91.8% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 25.84% | 24.77%+1.1pp | 24.88%+1.0pp | 561.29%-535.4pp |
| Employer contribution / active EE | $1,815 | $4,212-56.9% | $3,868-53.1% | $4,660-61.1% |
| Participant deferral / active EE | $4,138 | $5,619-26.4% | $5,057-18.2% | $6,688-38.1% |
| Admin fee / account holder | $119 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |