Filed August 22, 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 | $62,507 | $87,705-28.7% | $63,517-1.6% | $125,391-50.2% |
| Participation rate | 78.9% | 77.0%+1.9pp | 71.0%+7.9pp | 83.2%-4.2pp |
| Annual return | 2.24% | 21.70%-19.5pp | -70.30%+72.5pp | 282.22%-280.0pp |
| Employer contribution / active EE | $717 | $3,601-80.1% | $2,322-69.1% | $4,866-85.3% |
| Participant deferral / active EE | $1,878 | $3,939-52.3% | $2,953-36.4% | $5,352-64.9% |
| Admin fee / account holder | $74 | $11,948-99.4% | $5,892-98.8% | $9,540-99.2% |