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 | $85,039 | $88,122-3.5% | $141,162-39.8% | $67,579+25.8% |
| Participation rate | 93.4% | 76.5%+16.9pp | 82.5%+10.9pp | 71.3%+22.1pp |
| Annual return | 28.17% | 75.40%-47.2pp | 71.39%-43.2pp | 378.56%-350.4pp |
| Employer contribution / active EE | $6,964 | $3,224+116.0% | $4,735+47.1% | $2,148+224.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |