Filed September 23, 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 | $9,588 | $45,035-78.7% | $62,995-84.8% | $70,131-86.3% |
| Participation rate | 95.2% | 69.5%+25.7pp | 74.8%+20.4pp | 69.5%+25.7pp |
| Annual return | 28.82% | 18.76%+10.1pp | 87.57%-58.7pp | 73.14%-44.3pp |
| Employer contribution / active EE | $2,868 | $2,051+39.8% | $2,759+3.9% | $2,342+22.4% |
| Participant deferral / active EE | $3,123 | $2,465+26.7% | $3,329-6.2% | $3,332-6.3% |
| Admin fee / account holder | $286 | $2,834-89.9% | $3,600-92.1% | $4,645-93.8% |