Filed September 8, 2026
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 8-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,183 | $115,770-94.7% | $101,248-93.9% | $158,922-96.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 19.25% | 56.14%-36.9pp | 46.47%-27.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $757 | $4,175-81.9% | $3,660-79.3% | $4,761-84.1% |
| Participant deferral / active EE | $3,200 | $4,957-35.5% | $4,370-26.8% | $5,982-46.5% |
| Admin fee / account holder | $88 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |