Filed June 16, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,324 | $90,590+202.8% | $90,782+202.2% | $135,375+102.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.23% | -3.40%-1.8pp | -3.42%-1.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $13,859 | $4,352+218.4% | $4,105+237.6% | $4,779+190.0% |
| Participant deferral / active EE | $18,634 | $5,407+244.7% | $5,366+247.3% | $5,609+232.2% |
| Admin fee / account holder | $257 | $7,683-96.7% | $5,908-95.7% | $10,827-97.6% |