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 | $163,608 | $50,127+226.4% | $149,673+9.3% | $80,160+104.1% |
| Participation rate | 73.1% | 64.3%+8.8pp | 78.8%-5.7pp | 72.9%+0.1pp |
| Annual return | 22.61% | 29.82%-7.2pp | 134.42%-111.8pp | 40.38%-17.8pp |
| Employer contribution / active EE | $1,096 | $1,865-41.2% | $4,818-77.3% | $2,978-63.2% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,210-100.0% | $145-100.0% |