Filed March 16, 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 | $95,850 | $53,127+80.4% | $86,590+10.7% | $70,131+36.7% |
| Participation rate | 78.1% | 65.3%+12.8pp | 73.5%+4.6pp | 69.5%+8.6pp |
| Annual return | 19.60% | 27.66%-8.1pp | 964.84%-945.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $14,534 | $2,068+602.7% | $2,839+411.9% | $2,342+520.5% |
| Participant deferral / active EE | $8,855 | $2,696+228.5% | $3,609+145.4% | $3,332+165.8% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |