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 | $140,959 | $45,000+213.2% | $143,757-1.9% | $77,904+80.9% |
| Participation rate | 76.4% | 66.8%+9.6pp | 80.3%-3.9pp | 73.7%+2.8pp |
| Annual return | -1.54% | 29.03%-30.6pp | -0.04%-1.5pp | 12.21%-13.7pp |
| Employer contribution / active EE | $1,414 | $1,870-24.4% | $4,951-71.4% | $2,848-50.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $14,673-100.0% | $133-100.0% |