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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,446 | $100,801-12.3% | $149,696-40.9% | $73,409+20.5% |
| Participation rate | 94.2% | 77.7%+16.5pp | 82.5%+11.7pp | 72.2%+22.0pp |
| Annual return | 3.52% | 265.34%-261.8pp | 276.60%-273.1pp | 59.29%-55.8pp |
| Employer contribution / active EE | $5,831 | $3,312+76.1% | $4,644+25.6% | $2,234+161.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-99.9% |