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 | $152,561 | $67,512+126.0% | $185,823-17.9% | $93,030+64.0% |
| Participation rate | 77.4% | 67.1%+10.3pp | 81.7%-4.3pp | 73.9%+3.5pp |
| Annual return | 14.34% | 21.04%-6.7pp | 122.05%-107.7pp | 158.70%-144.4pp |
| Employer contribution / active EE | $1,053 | $1,783-41.0% | $5,167-79.6% | $2,706-61.1% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $318-100.0% | $16,237-100.0% | $152-100.0% |