Filed February 9, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,929 | $57,281-25.1% | $86,612-50.4% | $75,163-42.9% |
| Participation rate | 86.4% | 63.2%+23.2pp | 71.7%+14.7pp | 67.2%+19.2pp |
| Annual return | 13.79% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,545 | $3,318+37.0% | $4,438+2.4% | $4,125+10.2% |
| Admin fee / account holder | $244 | $4,112-94.1% | $5,614-95.6% | $5,651-95.7% |