Filed February 19, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,234 | $64,919+32.8% | $392,568-78.0% | $65,185+32.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 78.1%+21.9pp | 70.2%+29.8pp |
| Annual return | 32.26% | 26.09%+6.2pp | 24.42%+7.8pp | 29.38%+2.9pp |
| Employer contribution / active EE | $10,305 | $2,374+334.0% | $3,783+172.4% | $2,177+373.4% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $634-100.0% | $6,260-100.0% | $847-100.0% |