Filed July 9, 2026 (most recent of 3 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,806 | $185,822-80.7% | $169,993-78.9% | $139,434-74.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.42% | 60.50%-59.1pp | 53.37%-52.0pp | 372.94%-371.5pp |
| Employer contribution / active EE | $5,953 | $7,590-21.6% | $6,785-12.3% | $4,751+25.3% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $106 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |