Filed July 9, 2026 (most recent of 8 filings on file)
Total covered: 2 employees
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,593 | $54,762+14.3% | $90,281-30.7% | $72,985-14.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.27% | 30.63%-12.4pp | 78.10%-59.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $5,848 | $2,092+179.5% | $2,854+104.9% | $2,440+139.7% |
| Participant deferral / active EE | $1,787 | $2,887-38.1% | $3,885-54.0% | $3,607-50.5% |
| Admin fee / account holder | $213 | $3,972-94.6% | $5,351-96.0% | $5,124-95.8% |