Filed September 15, 2026 (most recent of 2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,582 | $91,517-31.6% | $101,248-38.2% | $73,409-14.7% |
| Participation rate | 95.3% | 73.8%+21.5pp | 75.8%+19.5pp | 72.2%+23.1pp |
| Annual return | 22.64% | 17.17%+5.5pp | 46.47%-23.8pp | 59.29%-36.7pp |
| Employer contribution / active EE | $5,017 | $2,877+74.4% | $3,660+37.1% | $2,234+124.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |