Filed November 24, 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,230 | $95,274-5.3% | $135,903-33.6% | $74,419+21.2% |
| Participation rate | 97.5% | 78.2%+19.3pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 10.45% | 32.77%-22.3pp | 68.23%-57.8pp | 34.38%-23.9pp |
| Employer contribution / active EE | $4,900 | $3,874+26.5% | $4,856+0.9% | $2,637+85.8% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-99.9% | $10,762-100.0% | $348-99.9% |