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 | $179,948 | $121,625+48.0% | $104,607+72.0% | $158,922+13.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 31.85% | 465.26%-433.4pp | 340.46%-308.6pp | 302.83%-271.0pp |
| Employer contribution / active EE | $3,255 | $3,163+2.9% | $2,681+21.4% | $4,761-31.6% |
| Participant deferral / active EE | $2,740 | $4,177-34.4% | $3,740-26.7% | $5,982-54.2% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |