Filed June 23, 2025
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,456 | $2,679,533-94.2% | $164,813-5.1% | $199,593-21.6% |
| Participation rate | 94.3% | 78.3%+16.0pp | 78.6%+15.7pp | 72.0%+22.4pp |
| Annual return | -13.46% | 17.93%-31.4pp | 69.93%-83.4pp | 34.25%-47.7pp |
| Employer contribution / active EE | $15,616 | $2,970+425.8% | $4,341+259.7% | $3,034+414.7% |
| Participant deferral / active EE | $0 | $5,010-100.0% | $6,031-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $1,982-100.0% | $12,690-100.0% | $269-100.0% |