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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,549 | $88,122+20.9% | $141,162-24.5% | $67,579+57.7% |
| Participation rate | 97.7% | 76.5%+21.2pp | 82.5%+15.2pp | 71.3%+26.4pp |
| Annual return | 50.40% | 75.40%-25.0pp | 71.39%-21.0pp | 378.56%-328.2pp |
| Employer contribution / active EE | $2,665 | $3,224-17.4% | $4,735-43.7% | $2,148+24.1% |
| 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% |