Filed September 22, 2026
Total covered: 8 employees
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 | $23,277 | $53,127-56.2% | $86,590-73.1% | $70,131-66.8% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 21.75% | 27.66%-5.9pp | 964.84%-943.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $2,351 | $2,068+13.7% | $2,839-17.2% | $2,342+0.4% |
| Participant deferral / active EE | $1,893 | $2,696-29.8% | $3,609-47.6% | $3,332-43.2% |
| Admin fee / account holder | $217 | $3,585-94.0% | $4,906-95.6% | $4,645-95.3% |