Filed May 7, 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.
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 | $20,421 | $67,411-69.7% | $91,001-77.6% | $70,131-70.9% |
| Participation rate | 74.4% | 71.4%+3.0pp | 75.6%-1.2pp | 69.5%+4.8pp |
| Annual return | 22.99% | -40.16%+63.2pp | 4.60%+18.4pp | 73.14%-50.1pp |
| Employer contribution / active EE | $1,449 | $1,786-18.9% | $2,456-41.0% | $2,342-38.2% |
| Participant deferral / active EE | $2,916 | $2,823+3.3% | $3,547-17.8% | $3,332-12.5% |
| Admin fee / account holder | $87 | $4,236-97.9% | $5,417-98.4% | $4,645-98.1% |