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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,906 | $99,341-80.0% | $84,750-76.5% | $273,961-92.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.53% | 22.93%-11.4pp | 22.78%-11.3pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,369 | $4,214-43.8% | $3,574-33.7% | $4,869-51.4% |
| Participant deferral / active EE | $3,744 | $4,269-12.3% | $3,712+0.9% | $5,287-29.2% |
| Admin fee / account holder | $144 | $6,644-97.8% | $5,332-97.3% | $10,132-98.6% |