Filed September 25, 2025 (most recent of 3 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,238 | $64,307-46.8% | $57,343-40.3% | $125,391-72.7% |
| Participation rate | 57.1% | 78.6%-21.5pp | 75.1%-17.9pp | 83.2%-26.0pp |
| Annual return | 39.72% | 25.12%+14.6pp | 24.39%+15.3pp | 282.22%-242.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,395 | $3,848-63.7% | $3,162-55.9% | $5,352-73.9% |
| Admin fee / account holder | $13 | $5,242-99.7% | $3,356-99.6% | $9,540-99.9% |