Filed April 28, 2026 (most recent of 11 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 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 | $25,989 | $165,912-84.3% | $122,332-78.8% | $147,584-82.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.25% | 34.55%-17.3pp | 30.27%-13.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,351 | $5,754-59.1% | $4,050-42.0% | $4,876-51.8% |
| Participant deferral / active EE | $2,841 | $4,005-29.1% | $3,287-13.6% | $5,439-47.8% |
| Admin fee / account holder | $181 | $7,424-97.6% | $5,478-96.7% | $10,885-98.3% |