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 | $182,773 | $73,823+147.6% | $379,746-51.9% | $73,488+148.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 123.58% | 29.06%+94.5pp | 34.90%+88.7pp | 28.51%+95.1pp |
| Employer contribution / active EE | $6,301 | $2,472+154.9% | $3,540+78.0% | $2,270+177.6% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $607-100.0% | $7,927-100.0% | $513-100.0% |