Filed April 13, 2026 (most recent of 3 filings on file)
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 7-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.
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 | $6,069 | $78,694-92.3% | $67,652-91.0% | $125,391-95.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.02% | 9.46%-9.5pp | 6625.04%-6625.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,174 | $3,044-28.6% | $2,266-4.0% | $4,866-55.3% |
| Participant deferral / active EE | $1,525 | $4,292-64.5% | $3,560-57.1% | $5,352-71.5% |
| Admin fee / account holder | $248 | $7,403-96.7% | $4,821-94.9% | $9,540-97.4% |