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 | $85,303 | $82,202+3.8% | $125,339-31.9% | $64,808+31.6% |
| Participation rate | 91.8% | 77.9%+13.9pp | 82.4%+9.4pp | 71.5%+20.3pp |
| Annual return | 9.66% | 3.48%+6.2pp | 572.05%-562.4pp | 32.82%-23.2pp |
| Employer contribution / active EE | $5,865 | $3,615+62.2% | $4,814+21.8% | $2,506+134.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-99.9% | $10,010-100.0% | $188-99.9% |