Filed July 7, 2026 (most recent of 2 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,666 | $67,331-63.4% | $60,874-59.5% | $134,475-81.7% |
| Participation rate | 95.5% | 76.2%+19.3pp | 73.1%+22.3pp | 81.2%+14.2pp |
| Annual return | -16.61% | 49.93%-66.5pp | 16.90%-33.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,179 | $3,096-61.9% | $2,701-56.4% | $4,740-75.1% |
| Participant deferral / active EE | $1,366 | $4,538-69.9% | $3,817-64.2% | $6,400-78.6% |
| Admin fee / account holder | $229 | $4,582-95.0% | $3,224-92.9% | $11,426-98.0% |