Filed March 6, 2026
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,186 | $81,357+10.9% | $75,972+18.7% | $199,593-54.8% |
| Participation rate | 99.8% | 69.9%+29.9pp | 69.1%+30.8pp | 72.0%+27.8pp |
| Annual return | 7.53% | 16.32%-8.8pp | 359.55%-352.0pp | 34.25%-26.7pp |
| Employer contribution / active EE | $5,874 | $3,341+75.8% | $2,685+118.8% | $3,034+93.6% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $144-99.7% | $6,467-100.0% | $269-99.8% |