Filed April 22, 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 | $58,830 | $75,388-22.0% | $123,544-52.4% | $55,725+5.6% |
| Participation rate | 91.9% | 75.7%+16.2pp | 82.3%+9.6pp | 70.9%+21.0pp |
| Annual return | 15.24% | 4.48%+10.8pp | 119.20%-104.0pp | 244.93%-229.7pp |
| Employer contribution / active EE | $5,051 | $3,063+64.9% | $4,628+9.1% | $2,078+143.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |