Filed July 18, 2025 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,481 | $171,865-80.5% | $149,718-77.6% | $147,584-77.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.78% | 2113.22%-2101.4pp | 1501.63%-1489.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,785 | $6,275-55.6% | $5,445-48.9% | $4,876-42.9% |
| Participant deferral / active EE | $1,751 | $7,271-75.9% | $6,569-73.3% | $5,439-67.8% |
| Admin fee / account holder | $11 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |