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 | $76,692 | $31,424+144.1% | $81,478-5.9% | $69,631+10.1% |
| Participation rate | 99.9% | 50.8%+49.0pp | 68.0%+31.9pp | 70.7%+29.2pp |
| Annual return | 18.32% | 22.44%-4.1pp | 38.78%-20.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $7,355 | $1,029+614.8% | $2,568+186.4% | $2,032+261.9% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |