Filed September 4, 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 | $153,526 | $81,208+89.1% | $98,907+55.2% | $79,858+92.2% |
| Participation rate | 98.7% | 72.5%+26.2pp | 76.0%+22.7pp | 69.6%+29.1pp |
| Annual return | 64.86% | 60.99%+3.9pp | 196.43%-131.6pp | 31.71%+33.1pp |
| Employer contribution / active EE | $6,778 | $1,960+245.9% | $2,689+152.1% | $2,471+174.3% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |