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.
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 | $216,695 | $79,944+171.1% | $98,439+120.1% | $75,163+188.3% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.2%+22.8pp | 67.2%+30.7pp |
| Annual return | -0.21% | 19.75%-20.0pp | 21.16%-21.4pp | 160.62%-160.8pp |
| Employer contribution / active EE | $10,846 | $2,264+379.1% | $3,048+255.8% | $2,670+306.3% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |