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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,088 | $78,339-2.9% | $85,682-11.2% | $93,030-18.2% |
| Participation rate | 99.5% | 72.5%+27.1pp | 69.9%+29.7pp | 73.9%+25.6pp |
| Annual return | 61.32% | 21.17%+40.1pp | 21.49%+39.8pp | 158.70%-97.4pp |
| Employer contribution / active EE | $3,195 | $2,560+24.8% | $2,618+22.0% | $2,706+18.1% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,923-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $104-99.9% | $6,873-100.0% | $152-99.9% |