Filed June 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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,479 | $57,610+242.8% | $154,803+27.6% | $102,872+92.0% |
| Participation rate | 71.2% | 59.5%+11.7pp | 78.1%-6.9pp | 73.0%-1.8pp |
| Annual return | 19.31% | 30.49%-11.2pp | 58.88%-39.6pp | 19.06%+0.3pp |
| Employer contribution / active EE | $2,665 | $1,883+41.5% | $4,305-38.1% | $3,526-24.4% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $368-100.0% | $14,329-100.0% | $292-100.0% |