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 | $16,217 | $104,607-84.5% | $96,544-83.2% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 76.0%-76.0pp | - |
| Annual return | 2.78% | 9.56%-6.8pp | 25.84%-23.1pp | - |
| Employer contribution / active EE | $0 | $2,147-100.0% | $2,965-100.0% | - |
| Participant deferral / active EE | $0 | $4,312-100.0% | $4,851-100.0% | - |
| Admin fee / account holder | $24 | $45,340-99.9% | $8,252-99.7% | - |