Filed September 18, 2025
Total covered: 4 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,013 | $49,227+145.8% | $70,449+71.8% | $79,858+51.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.98% | 30.06%-11.1pp | 109.03%-90.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $5,882 | $2,099+180.3% | $2,737+114.9% | $2,471+138.1% |
| Participant deferral / active EE | $5,952 | $2,768+115.1% | $3,709+60.5% | $3,740+59.1% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |