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 | $125,748 | $67,331+86.8% | $60,874+106.6% | $134,475-6.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.86% | 49.93%-66.8pp | 16.90%-33.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $12,450 | $3,096+302.1% | $2,701+360.8% | $4,740+162.7% |
| Participant deferral / active EE | $12,290 | $4,538+170.8% | $3,817+222.0% | $6,400+92.0% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |