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.
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 | $97,814 | $154,117-36.5% | $129,995-24.8% | $139,434-29.8% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.5%-10.3pp | 80.3%-12.1pp |
| Annual return | 15.31% | 32.48%-17.2pp | -137.18%+152.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $7,394 | $5,289+39.8% | $4,320+71.2% | $4,751+55.6% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $150 | $14,007-98.9% | $10,614-98.6% | $11,403-98.7% |