Filed August 24, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,387 | $62,672-32.4% | $185,117-77.1% | $70,131-39.6% |
| Participation rate | 51.9% | 63.8%-11.9pp | 77.3%-25.4pp | 69.5%-17.7pp |
| Annual return | 42.60% | 40.79%+1.8pp | 40.50%+2.1pp | 73.14%-30.5pp |
| Employer contribution / active EE | $1,729 | $1,753-1.4% | $4,182-58.6% | $2,342-26.2% |
| Participant deferral / active EE | $3,237 | $3,272-1.0% | $5,045-35.8% | $3,332-2.8% |
| Admin fee / account holder | $35 | $3,932-99.1% | $8,159-99.6% | $4,645-99.2% |