Filed March 2, 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 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,372 | $53,018-38.9% | $70,014-53.8% | $62,891-48.5% |
| Participation rate | 53.3% | 67.2%-13.9pp | 71.8%-18.5pp | 69.3%-16.0pp |
| Annual return | 9.56% | 13.35%-3.8pp | 12.99%-3.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,009 | $1,799-43.9% | $2,338-56.8% | $2,281-55.8% |
| Participant deferral / active EE | $2,313 | $2,395-3.4% | $2,931-21.1% | $3,203-27.8% |
| Admin fee / account holder | $237 | $3,690-93.6% | $4,380-94.6% | $4,296-94.5% |