Filed March 10, 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 | $123,165 | $171,865-28.3% | $149,718-17.7% | $147,584-16.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 18.83% | 2113.22%-2094.4pp | 1501.63%-1482.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,191 | $6,275-65.1% | $5,445-59.8% | $4,876-55.1% |
| Participant deferral / active EE | $4,229 | $7,271-41.8% | $6,569-35.6% | $5,439-22.3% |
| Admin fee / account holder | $254 | $13,799-98.2% | $11,283-97.7% | $10,885-97.7% |