Filed March 11, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,774 | $90,590-82.6% | $111,297-85.8% | - |
| Participation rate | 0.0% | 76.1%-76.1pp | 77.3%-77.3pp | - |
| Annual return | 0.18% | 11.74%-11.6pp | 54.65%-54.5pp | - |
| Employer contribution / active EE | $0 | $1,916-100.0% | $2,731-100.0% | - |
| Participant deferral / active EE | $0 | $4,059-100.0% | $4,487-100.0% | - |
| Admin fee / account holder | $24 | $3,379-99.3% | $7,964-99.7% | - |