Filed November 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 7-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.
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 | $4,013 | $45,382-91.2% | $154,107-97.4% | $75,289-94.7% |
| Participation rate | 86.3% | 65.9%+20.4pp | 83.0%+3.3pp | 72.4%+13.9pp |
| Annual return | 0.00% | -0.47%+0.5pp | 735.12%-735.1pp | -0.04%0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $601 | $2,384-74.8% | $5,081-88.2% | $3,739-83.9% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |