Filed October 3, 2025 (most recent of 2 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,154 | $153,772-78.4% | $133,980-75.3% | $273,961-87.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 9.65% | 36.51%-26.9pp | 29.30%-19.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,541 | $6,029-41.3% | $5,211-32.1% | $4,869-27.3% |
| Participant deferral / active EE | $1,931 | $6,958-72.2% | $6,282-69.3% | $5,287-63.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |