Filed May 7, 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 | $95,829 | $109,817-12.7% | $98,442-2.7% | $167,490-42.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.21% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $10,935 | $3,224+239.2% | $2,960+269.5% | $4,837+126.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $152 | $6,753-97.7% | $5,949-97.4% | $12,309-98.8% |