Filed January 2, 2026 (most recent of 4 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 | $134,352 | $57,281+134.6% | $86,612+55.1% | $75,163+78.7% |
| Participation rate | 86.7% | 63.2%+23.5pp | 71.7%+15.0pp | 67.2%+19.5pp |
| Annual return | 17.58% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,337 | $2,314+1.0% | $3,022-22.7% | $2,670-12.5% |
| Participant deferral / active EE | $6,065 | $3,318+82.8% | $4,438+36.7% | $4,125+47.0% |
| Admin fee / account holder | $21 | $4,112-99.5% | $5,614-99.6% | $5,651-99.6% |