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 5-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 | $227,516 | $109,817+107.2% | $98,442+131.1% | $167,490+35.8% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 19.97% | 1956.69%-1936.7pp | 1492.73%-1472.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $7,728 | $3,224+139.7% | $2,960+161.1% | $4,837+59.8% |
| Participant deferral / active EE | $10,882 | $4,673+132.9% | $4,276+154.5% | $6,341+71.6% |
| Admin fee / account holder | $21 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |