Filed September 9, 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 9-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 | $42,620 | $61,156-30.3% | $185,823-77.1% | $79,386-46.3% |
| Participation rate | 77.4% | 66.6%+10.8pp | 81.7%-4.3pp | 70.7%+6.7pp |
| Annual return | 35.71% | 19.45%+16.3pp | 122.05%-86.3pp | 116.85%-81.1pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,958 | $2,789+41.9% | $5,568-28.9% | $4,046-2.2% |
| Admin fee / account holder | $20 | $710-97.2% | $16,237-99.9% | $626-96.8% |