Filed November 26, 2025 (most recent of 4 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,580-100.0% | $71,671-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 60.9%-60.9pp | 68.7%-68.7pp | 69.5%-69.5pp |
| Annual return | 17.80% | 20.25%-2.5pp | 20.65%-2.9pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,811 | $1,616+197.7% | $2,460+95.6% | $2,342+105.4% |
| Participant deferral / active EE | $4,484 | $2,386+87.9% | $3,438+30.4% | $3,332+34.6% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |