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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,106 | $45,073-62.0% | $69,455-75.4% | $72,985-76.6% |
| Participation rate | 90.5% | 68.5%+22.0pp | 74.6%+15.9pp | 69.5%+21.1pp |
| Annual return | 12.34% | 22.65%-10.3pp | 28.97%-16.6pp | 81.00%-68.7pp |
| Employer contribution / active EE | $2,770 | $2,054+34.8% | $2,779-0.3% | $2,440+13.5% |
| Participant deferral / active EE | $3,848 | $2,602+47.9% | $3,535+8.8% | $3,607+6.7% |
| Admin fee / account holder | $277 | $3,056-90.9% | $3,839-92.8% | $5,124-94.6% |