Filed September 15, 2026 (most recent of 2 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 | $69,729 | $152,587-54.3% | $125,175-44.3% | $152,861-54.4% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 19.05% | 54.84%-35.8pp | 43.79%-24.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $8,695 | $4,946+75.8% | $3,865+124.9% | $4,762+82.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $32 | $13,434-99.8% | $9,702-99.7% | $11,596-99.7% |