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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,596 | $106,543+47.9% | $91,220+72.8% | $134,475+17.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -24.38% | 160.60%-185.0pp | 114.01%-138.4pp | 417.96%-442.3pp |
| Employer contribution / active EE | $3,502 | $3,331+5.1% | $2,850+22.9% | $4,740-26.1% |
| Participant deferral / active EE | $3,300 | $4,719-30.1% | $4,234-22.1% | $6,400-48.4% |
| Admin fee / account holder | $7 | $6,231-99.9% | $5,420-99.9% | $11,426-99.9% |