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 | $189,172 | $53,136+256.0% | $155,509+21.6% | $199,593-5.2% |
| Participation rate | 71.0% | 64.1%+6.9pp | 78.2%-7.2pp | 72.0%-1.0pp |
| Annual return | 31.32% | 41.15%-9.8pp | 64.67%-33.3pp | 34.25%-2.9pp |
| Employer contribution / active EE | $1,242 | $1,851-32.9% | $4,672-73.4% | $3,034-59.1% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $185-100.0% | $15,912-100.0% | $269-100.0% |