Filed February 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 | $24,113 | $84,695-71.5% | $73,843-67.3% | $125,391-80.8% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | 0.27% | 3123.53%-3123.3pp | 2267.84%-2267.6pp | 282.22%-282.0pp |
| Employer contribution / active EE | $136 | $3,123-95.7% | $2,787-95.1% | $4,866-97.2% |
| Participant deferral / active EE | $1,215 | $3,992-69.6% | $3,583-66.1% | $5,352-77.3% |
| Admin fee / account holder | $253 | $5,691-95.6% | $4,880-94.8% | $9,540-97.4% |