Filed August 14, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,820 | $138,065-57.4% | $123,544-52.4% | $135,375-56.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.97% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,229 | $5,151+20.9% | $4,628+34.6% | $4,779+30.3% |
| Participant deferral / active EE | $3,934 | $6,799-42.1% | $6,426-38.8% | $5,609-29.9% |
| Admin fee / account holder | $277 | $10,916-97.5% | $9,284-97.0% | $10,827-97.4% |