Filed February 25, 2025 (most recent of 6 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 9-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.
See 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $202,986-100.0% | $202,986-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 41.2%-41.2pp | 26.9%-26.9pp | 45.6%-45.6pp |
| Annual return | -2.98% | 2.00%-5.0pp | 2.04%-5.0pp | 4.16%-7.1pp |
| Employer contribution / active EE | $50,500 | $70,498-28.4% | $57,418-12.0% | $42,916+17.7% |
| Participant deferral / active EE | $3,332 | $84+3885.0% | $123+2618.6% | $128+2506.8% |
| Admin fee / account holder | $0 | $255,353-100.0% | $255,353-100.0% | $21,465-100.0% |