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 | $74,271 | $91,911-19.2% | $68,793+8.0% | $135,375-45.1% |
| Participation rate | 70.6% | 76.7%-6.2pp | 72.2%-1.6pp | 82.6%-12.1pp |
| Annual return | -3.41% | -8.22%+4.8pp | -4.63%+1.2pp | 519.73%-523.1pp |
| Employer contribution / active EE | $880 | $3,924-77.6% | $2,625-66.5% | $4,779-81.6% |
| Participant deferral / active EE | $1,886 | $4,315-56.3% | $3,311-43.0% | $5,609-66.4% |
| Admin fee / account holder | $40 | $9,240-99.6% | $5,131-99.2% | $10,827-99.6% |