Filed February 26, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,098 | $83,337+20.1% | $67,834+47.6% | $273,961-63.5% |
| Participation rate | 90.9% | 76.4%+14.5pp | 68.8%+22.1pp | 83.0%+7.9pp |
| Annual return | 14.04% | 259.45%-245.4pp | 138.47%-124.4pp | 41.45%-27.4pp |
| Employer contribution / active EE | $1,933 | $3,287-41.2% | $2,403-19.6% | $4,869-60.3% |
| Participant deferral / active EE | $5,055 | $4,088+23.7% | $3,160+60.0% | $5,287-4.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |