Filed June 12, 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 | $220,938 | $155,795+41.8% | $136,294+62.1% | $69,631+217.3% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 21.04% | 232464.33%-232443.3pp | 5155.94%-5134.9pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $5,478 | $2,991+83.1% | $4,695+16.7% | $2,032+169.6% |
| Participant deferral / active EE | $9,977 | $5,394+85.0% | $6,247+59.7% | $3,224+209.5% |
| Admin fee / account holder | $2 | $128-98.6% | $9,243-100.0% | $110-98.3% |