Filed July 15, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,449 | $96,635+200.6% | $86,612+235.3% | $139,434+108.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.80% | 106.41%-96.6pp | 591.07%-581.3pp | 372.94%-363.1pp |
| Employer contribution / active EE | $12,332 | $3,263+277.9% | $3,022+308.0% | $4,751+159.6% |
| Participant deferral / active EE | $14,518 | $4,836+200.2% | $4,438+227.2% | $6,710+116.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |