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.
Employer contribution per participant 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 | $93,006 | $63,321+46.9% | $68,791+35.2% | $77,904+19.4% |
| Participation rate | 99.4% | 71.1%+28.3pp | 69.0%+30.4pp | 73.7%+25.7pp |
| Annual return | 32.79% | -6.50%+39.3pp | -6.38%+39.2pp | 12.21%+20.6pp |
| Employer contribution / active EE | $5 | $2,794-99.8% | $2,655-99.8% | $2,848-99.8% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,941-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $104-99.9% | $4,932-100.0% | $133-99.9% |