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 | $243,929 | $87,013+180.3% | $106,213+129.7% | $80,856+201.7% |
| Participation rate | 97.8% | 70.4%+27.4pp | 75.3%+22.5pp | 67.6%+30.2pp |
| Annual return | 0.70% | 17.05%-16.4pp | 116.14%-115.4pp | 35.59%-34.9pp |
| Employer contribution / active EE | $3,819 | $2,395+59.4% | $3,171+20.4% | $2,755+38.6% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,431-100.0% | $11,033-100.0% | $6,918-100.0% |