Filed October 13, 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 3-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.
Employer 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 | $32,429 | $183,963-82.4% | $162,163-80.0% | $152,861-78.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5180.93% | 150.76%+5030.2pp | 115.59%+5065.3pp | 345.32%+4835.6pp |
| Employer contribution / active EE | $1,223 | $6,371-80.8% | $5,614-78.2% | $4,762-74.3% |
| Participant deferral / active EE | $2,940 | $8,034-63.4% | $7,298-59.7% | $5,850-49.8% |
| Admin fee / account holder | $66 | $13,121-99.5% | $10,843-99.4% | $11,596-99.4% |