Filed April 29, 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.
Employer contribution per participant 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 | $90,944 | $155,795-41.6% | $136,294-33.3% | $69,631+30.6% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 21.57% | 232464.33%-232442.8pp | 5155.94%-5134.4pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $140 | $2,991-95.3% | $4,695-97.0% | $2,032-93.1% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |