Filed May 4, 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.
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 | $5,634 | $40,256-86.0% | $57,343-90.2% | $59,632-90.6% |
| Participation rate | 98.0% | 69.2%+28.8pp | 75.1%+22.9pp | 68.7%+29.3pp |
| Annual return | -0.93% | 27.49%-28.4pp | 24.39%-25.3pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $442 | $1,922-77.0% | $2,689-83.6% | $2,203-79.9% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $134 | $2,818-95.2% | $3,356-96.0% | $4,297-96.9% |