Filed January 15, 2026 (most recent of 3 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,400 | $65,395+180.4% | $182,532+0.5% | $72,985+151.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 26.96% | 27.68%-0.7pp | 148.54%-121.6pp | 81.00%-54.0pp |
| Employer contribution / active EE | $12,113 | $1,911+533.8% | $4,076+197.2% | $2,440+396.5% |
| Participant deferral / active EE | $8,650 | $3,563+142.8% | $5,524+56.6% | $3,607+139.8% |
| Admin fee / account holder | $9 | $4,245-99.8% | $8,592-99.9% | $5,124-99.8% |