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 | $101,724 | $165,984-38.7% | $164,813-38.3% | $145,922-30.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 11.26% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.0pp |
| Employer contribution / active EE | $8,444 | $5,273+60.1% | $4,341+94.5% | $4,660+81.2% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $4 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |