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.
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 | $15,778 | $85,713-81.6% | $86,677-81.8% | - |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | - |
| Annual return | 0.02% | -20.12%+20.1pp | 35.91%-35.9pp | - |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,836-100.0% | - |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,656-100.0% | - |
| Admin fee / account holder | $23 | $28,935-99.9% | $7,493-99.7% | - |