Filed September 26, 2025
Total covered: 2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,689 | $160,055-76.5% | $140,016-73.1% | $135,375-72.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.64% | 911.38%-917.0pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,112 | $6,420-82.7% | $5,606-80.2% | $4,779-76.7% |
| Participant deferral / active EE | $1,773 | $7,642-76.8% | $6,927-74.4% | $5,609-68.4% |
| Admin fee / account holder | $84 | $13,328-99.4% | $10,705-99.2% | $10,827-99.2% |