Filed December 1, 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.
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $102,597-100.0% | $75,924-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 58.9%-58.9pp | 52.9%-52.9pp | 43.0%-43.0pp |
| Annual return | -0.49% | 5.74%-6.2pp | 6.78%-7.3pp | 259.13%-259.6pp |
| Employer contribution / active EE | $13,129 | $36,770-64.3% | $28,542-54.0% | $41,469-68.3% |
| Participant deferral / active EE | $36 | $558-93.6% | $763-95.3% | $153-76.6% |
| Admin fee / account holder | $0 | $595-100.0% | $1,754-100.0% | $21,546-100.0% |