Filed September 18, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,354 | $107,334-82.9% | $92,893-80.2% | $152,861-88.0% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 11.72% | 145.58%-133.9pp | 109.41%-97.7pp | 345.32%-333.6pp |
| Employer contribution / active EE | $1,011 | $4,221-76.0% | $3,653-72.3% | $4,762-78.8% |
| Participant deferral / active EE | $2,822 | $4,845-41.8% | $4,236-33.4% | $5,850-51.8% |
| Admin fee / account holder | $38 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |