Filed December 3, 2025
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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,336 | $201,272-93.4% | $184,203-92.8% | $145,922-90.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 53.50% | 29.00%+24.5pp | 28.81%+24.7pp | 561.29%-507.8pp |
| Employer contribution / active EE | $2,412 | $7,022-65.7% | $6,427-62.5% | $4,660-48.2% |
| Participant deferral / active EE | $2,616 | $9,806-73.3% | $9,131-71.3% | $6,688-60.9% |
| Admin fee / account holder | $3 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |