Filed August 25, 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 | $119,893 | $54,762+118.9% | $90,281+32.8% | $72,985+64.3% |
| Participation rate | 86.7% | 65.1%+21.5pp | 73.3%+13.4pp | 69.5%+17.2pp |
| Annual return | 25.84% | 30.63%-4.8pp | 78.10%-52.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $4,618 | $2,092+120.7% | $2,854+61.8% | $2,440+89.3% |
| Participant deferral / active EE | $5,477 | $2,887+89.7% | $3,885+41.0% | $3,607+51.8% |
| Admin fee / account holder | $88 | $3,972-97.8% | $5,351-98.3% | $5,124-98.3% |