Filed September 23, 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 | $32,615 | $65,557-50.2% | $64,056-49.1% | $71,457-54.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 19.46% | 18.94%+0.5pp | 33.69%-14.2pp | 28.85%-9.4pp |
| Employer contribution / active EE | $3,539 | $2,669+32.6% | $2,747+28.9% | $2,588+36.8% |
| Participant deferral / active EE | $5,891 | $3,626+62.5% | $3,880+51.8% | $4,289+37.4% |
| Admin fee / account holder | $24 | $616-96.2% | $3,068-99.2% | $1,587-98.5% |