Filed April 11, 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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,632 | $27,330+158.4% | $67,711+4.3% | $55,191+28.0% |
| Participation rate | 99.8% | 47.5%+52.3pp | 67.5%+32.3pp | 69.2%+30.6pp |
| Annual return | 31.07% | 8.81%+22.3pp | 25.41%+5.7pp | 10.78%+20.3pp |
| Employer contribution / active EE | $6,944 | $855+712.4% | $2,559+171.4% | $1,899+265.7% |
| Participant deferral / active EE | $0 | $1,709-100.0% | $3,585-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $109-100.0% | $4,255-100.0% | $91-100.0% |