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 | $71,894 | $30,599+135.0% | $74,583-3.6% | $57,658+24.7% |
| Participation rate | 99.6% | 49.1%+50.4pp | 68.1%+31.5pp | 70.2%+29.4pp |
| Annual return | 29.16% | 14.24%+14.9pp | 20.47%+8.7pp | 5.13%+24.0pp |
| Employer contribution / active EE | $6,576 | $1,000+557.7% | $2,525+160.4% | $1,974+233.2% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |