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 | $46,185 | $67,598-31.7% | $75,886-39.1% | $77,787-40.6% |
| Participation rate | 98.7% | 69.6%+29.1pp | 69.3%+29.4pp | 73.2%+25.5pp |
| Annual return | 10.49% | 23.18%-12.7pp | 30.76%-20.3pp | 32.57%-22.1pp |
| Employer contribution / active EE | $5,982 | $2,430+146.2% | $2,500+139.2% | $2,504+138.8% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $96-99.9% | $5,418-100.0% | $100-99.9% |