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 | $12,603 | $103,376-87.8% | $87,100-85.5% | $152,861-91.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.20% | 28.10%-6.9pp | 28.19%-7.0pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,412 | $3,220-25.1% | $2,521-4.3% | $4,762-49.4% |
| Participant deferral / active EE | $2,327 | $4,778-51.3% | $4,049-42.5% | $5,850-60.2% |
| Admin fee / account holder | $28 | $12,205-99.8% | $7,497-99.6% | $11,596-99.8% |