Filed October 31, 2025
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 | $142,777 | $117,381+21.6% | $99,443+43.6% | $152,861-6.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 28.55% | 31.87%-3.3pp | 30.72%-2.2pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,954 | $3,013-1.9% | $2,540+16.3% | $4,762-38.0% |
| Participant deferral / active EE | $2,095 | $4,086-48.7% | $3,619-42.1% | $5,850-64.2% |
| Admin fee / account holder | $114 | $7,631-98.5% | $6,250-98.2% | $11,596-99.0% |