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.
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 | $123,358 | $45,382+171.8% | $154,107-20.0% | $75,289+63.8% |
| Participation rate | 70.8% | 65.9%+4.9pp | 83.0%-12.3pp | 72.4%-1.7pp |
| Annual return | 0.23% | -0.47%+0.7pp | 735.12%-734.9pp | -0.04%+0.3pp |
| Employer contribution / active EE | $880 | $1,533-42.6% | $5,298-83.4% | $2,405-63.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |