Filed June 6, 2025 (most recent of 2 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $51,769-100.0% | $57,343-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 75.1%-75.1pp | 68.1%-68.1pp |
| Annual return | 1.12% | 2.43%-1.3pp | 24.39%-23.3pp | 4.54%-3.4pp |
| Employer contribution / active EE | $2,106 | $2,335-9.8% | $2,689-21.7% | $1,882+11.9% |
| Participant deferral / active EE | $1,257 | $2,794-55.0% | $3,162-60.2% | $3,022-58.4% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |